This article explains all the data types and fields you can import into your This article explains all the data that can be imported into your Event Temple account and how to prepare it for a successful import. For step-by-step instructions on performing an import, see How to Import Data into Event Temple.
All data must be in .csv format. Low-quality or incomplete data may prevent a successful import. Some manual work is usually required when migrating between systems, but these guidelines will minimize it.
Event Temple can import these main types of data:
Accounts
Contacts
Bookings
Groups
Room Blocks
Events
Event line items (Invoice Item Import)
Tasks
Menu Items
Field Types
Field Type | Acceptable Values / Formats |
Date |
|
Time | 24-hour format preferred |
Numbers | Do not use formulas; plain numbers preferred |
Text (Short) | Up to 256 characters |
Text (Long) | Unlimited characters |
Association | Must match an existing object in Event Temple (e.g., Space, Referral Source, Market Segment) |
Currency | 10, 10.25 |
Checkbox |
|
Integer | Whole number, e.g., 10 |
Decimal | 10.1 |
Tip: Including External IDs in your import file is recommended to simplify linking between records. For full guidance, see Understanding and Using External IDs for Data Import.
Import Types
Accounts
Field Title | Field Type | Required | Notes |
Account External ID | Text (Short) | No | Unique ID for the account (used for linking if included). |
Account Name | Text (Short) | Yes | Used for duplicate checks if no External ID is provided |
Account Email | Text (Short) | No | Must be valid email format |
Account Website | Text (Short) | No |
|
Account Phone Number | Text (Short) | No |
|
Account Fax | Text (Short) | No |
|
Account Owner Email | Text (Short) | No | Used to link to an Event Temple user with the same email |
Account Type | Association | No | Links to Account Type in Event Temple if exists |
Market Segment | Association | No | Links to Market Segment in Event Temple if exists |
Referral Source | Association | No | Links to Referral Source in Event Temple if exists |
Account ID / IATA | Text (Short) | No | Internal use only, cannot be used as External ID |
Is Travel Agent | Yes/No | No | Must be |
Parent Account External ID | Text (Short) | No | Parent accounts must be imported first |
Street 1 / 2, City, State, Country, Zipcode | Text (Short) | No |
|
Contact External ID | Text (Short) | No | Links to Contact if included |
Contact Email | Text (Short) | No | Links to Contact if included |
Contact First / Last Name, Phone | Text (Short) | No |
|
Contacts
Field Title | Field Type | Required | Notes |
Contact External ID | Text (Short) | No | Unique ID for duplicate checks |
Text (Short) | Yes | Used for duplicate checks if no External ID | |
First / Last Name | Text (Short) | Yes |
|
Phone Number, Job Title, Street 1 / 2, City, State, Country, Zipcode | Text (Short) | No |
|
Account External ID | Text (Short) | No | Links to account if included |
Account Name | Text (Short) | No | Links to account if included |
Bookings
Field Title | Field Type | Required | Notes |
Booking External ID | Text (Short) | No | Unique ID for linking if included |
Booking Name | Text (Short) | Yes |
|
Booking Status | Text (Short) | Yes |
|
Booking Start / End Date | Date | No |
|
Booking Start / End Time | Time | No |
|
Inquiry Time | DateTime | No |
|
Deal Value | Currency | No |
|
Booking Type, Referral Source, Pipeline Name / Stage | Association | No | Links to corresponding objects if included |
is_group | String | Yes if adding room blocks |
|
group_code | String | No | Only if is_group= |
User Email | Association | No | Links to Event Temple user if included |
Contact External ID / Email / Name / Phone | Text (Short) | No | Links to Contact if included |
Account External ID / Name | Text (Short) | No | Links to Account if included |
Events
Field Title | Field Type | Required | Notes |
Event External ID | Text (Short) | No | Unique ID for linking if included |
Booking External ID | Text (Short) | Yes | Links to Booking |
Event Name | Text (Short) | Yes |
|
Event Status | Text (Short) | Yes |
|
Start / End Date | Date | Yes |
|
Start / End Time | Time | No |
|
Expected / Guaranteed Attendees | Integer | No |
|
Space, Event Type, Setup Style | Association | No | Links if included |
Notes | Text (Long) | No |
|
Event Line Items (Invoice Item Import)
Field Title | Field Type | Required | Notes |
External ID | Text (Short) | Yes | Unique ID of the item |
Item Name | Text (Short) | No |
|
Item Description | Text (Long) | No |
|
Serving Time | DateTime | No |
|
Quantity | Decimal | No |
|
Price | Decimal | No |
|
Tax Included Price | Decimal | No |
|
Taxes | Text (Short) | No | List separated by |
Revenue Category | Association | No | Links if included |
Event External ID | Text (Short) | Yes | Links to Event |
Room Blocks
⚠ Room block rows must be sorted by date, oldest to newest, before importing.
Field Title | Field Type | Required | Notes |
External ID | Text (Short) | Yes | Unique ID |
Date | Date | Yes |
|
Single Blocked | Integer | Yes | Enter 0 if no rooms blocked; blank cells will be skipped |
Double / Triple / Quadruple Blocked | Integer | No |
|
Single / Double / Triple / Quadruple Pickup | Integer | No |
|
Rate (Single / Double / Triple / Quadruple) | Decimal | No |
|
Room Type | Association | Yes | Must match existing Room Type |
Booking External ID | Text (Short) | Yes | Links to Booking |
Tasks
Field Title | Field Type | Required | Notes |
Task External ID | Text (Short) | No | Unique ID |
Task Name | Text (Short) | Yes |
|
Task Description | Text (Long) | No |
|
Task Due Date / Completed at | DateTime | No |
|
Task Result | Text (Long) | No |
|
Task Type | Association | No |
|
Assignee Email | Association | No | Links to Event Temple user if included |
Contact / Account / Booking External ID | Text (Short) | No | Links if included |
Menu Items
Field Title | Field Type | Required | Notes |
Item Name | Text (Short) | Yes |
|
Item Price | Currency | Yes | Only tax-exclusive value can be imported |
Item Description | Text (Long) | No |
|
Sub Menu | Association | No | Links if included |
Revenue Category | Association | No | Links if included |
External ID | Text (Short) | No | Unique ID |
Tax | Text (Short) | No | List separated by |
Important Considerations
Import Accounts before Contacts, then Bookings, Events, Room Blocks, Menus, and Event Line Items, in that order. This ensures correct linking.
Groups are created when
is_group=yesin a Booking import. Room blocks must be split into one row per day.Choice Group Menu Items cannot be imported.
If a required numeric field (e.g., Single Blocked) is blank, that row will be skipped — enter
0if appropriate.Custom fields can be created in Event Temple to match unmapped columns in your spreadsheet.
⚠ Important: There is no undo for imports. Importing out of order may require manual corrections.