Importing Agenda Item Data

Event Setup > Agenda > Import

Certain enables you to import agenda item details to create new agenda items if you have your agenda item information saved in a database or Microsoft Excel file. If you wish to import, you must first save the information in a tab-delimited text file. See the documentation of your application to learn how to do this.

When preparing an import file, you can first export one agenda item from Certain to create an Excel spreadsheet that already has the correct column headers. This will make the process easier.

Important! If you have existing Agenda Item information, first export that information to Excel and save a copy on your local computer. If your data import file has mistakes, you will be able to restore the existing data.

1. Prepare the agenda item information in the correct Certain  format. The columns should be in the same order as the Agenda Export file.
   
   Note: For each row in the file, the import will insert new records only if the "Activity Code" does not currently exist (i.e. is unique) in the event. Otherwise, if the "Activity Code" is not unique (i.e. it is the same as another item already in the event's agenda) Certain will update the agenda item with the corresponding "Activity Code" in the event with the information from the import spreadsheet.

2. Cleanse the data as desired (convert to all uppercase, etc.).

3. Save the data as a "Tab-Delimited Text" file.

Once you have created a tab-delimited text file, follow these steps to import the agenda items into Certain:

1. Click Import in the upper right corner of the  Agenda" href="https://community.certain.com/pagehelp/event/agenda.htm" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Event Setup >Agenda page.

2. In the Agenda Import Wizard, read the instructions, and then click Next.

3. Drag a file into the box, or click Choose File and select a file from your hard drive or network drive.

4. Click Next.

5. Select the one Import Category to which all the imported items will be assigned:
   'Scheduled', 'Fees & Discounts', 'Merchandise', or 'Other'.

6. Click Next.

7. Click Complete Import.

8. You should see a Success message, Click Close.

Imports in Certain are queued one after the other on the server.

The import will be scheduled immediately and usually completed in five minutes or less, though times may vary depending on system load.

You will receive an email notification when the import is complete.

To see the agenda items you have imported, return to Event Setup > Agenda and on the left select the link to the page for the Import Category you chose in step 5::
Agenda Scheduled" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Scheduled,  Agenda Fees" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Fees & Discounts,  Agenda Merchandise" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Merchandise, or  Agenda Other" href="https://community.certain.com/pagehelp/event/agendaother.htm" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Other.

Exporting Agenda Item Data

1. Click Export in the upper right corner of the  Agenda" href="https://community.certain.com/pagehelp/event/agenda.htm" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 10pt; color: rgb(22, 7, 255); text-decoration: underline;"Event Setup >Agenda page.

2. Select the Category Type:
   'All', 'Scheduled', 'Fees & Discounts', 'Merchandise', or 'Other'.

3. Select the File Type:
   CSV or Excel.

4. Click Download.

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