Related Questions:
Import Contacts into Event Temple
Import Accounts into Event Temple
Import Bookings into Event Temple
Import Tasks into Event Temple
Import Menus into Event Temple
Import Groups into Event Temple
Procedure:
Access the Import Templates from this Google Drive
Save a version of the spreadsheet as a CSV file on your hard drive or make a Google Drive copy for yourself
Select the tab at the bottom you wish to upload (Contacts, Accounts, Tasks, Menus or Bookings)
Input all the necessary data into the spreadsheet
Save the tab as a spreadsheet / CSV
Select Settings on the left-hand side of Event Temple
Select the Tools dropdown
Click on Imports
Click the New Imports button
Select the import type
Select how you would like the importer to deal with duplicates (If you choose to skip, it will give you a record of skipped line items after the action is completed.
Upload the file by selecting choose file
Map the columns to the desired fields
Click Start Import
Additional Information
Accounts & Contacts must be imported first to import a Booking with an attached Account and/or Contacts.
We recommend only advanced Users or those familiar with data migrations attempt any imports. The incorrect use of the import feature can result in loss of data or irreversible data issues.