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Smart Import

Jonathan Johnson avatar
Written by Jonathan Johnson
Updated this week

In this article we'll go over the following:

How do I import information?

1. Click on +New Event

While in the Itinerary builder, click on +New Event.

2. Click on Smart Import

3. Enter Information

Upload a document or copy/paste text for a confirmation, event, or itinerary.

Note: No files over 20mb can be imported.

4. Click Import

After you've entered the information, click on Import.

An import can take up to several minutes to complete, and will not be instant. If some details are missing after the import, review the events and manually add the necessary information using the manual entry option.

5. Confirm Import

You'll be presented with an overview before the information is fully imported, and you'll have to click on Import selected events.

6. Leave Feedback

You can then leave feedback on how well the import worked with your document!

How does Smart Import work?

We read all of the text content from the document provided. We then use AI to assist with moving the content into the relevant events.

What file types can be imported?

  • .pdf

  • .html

  • .txt

What is required?

  • Dates

  • Enough information to understand the event title

What is not supported?

  • Text in images

  • URLs, meaning that you cannot import content from the URL via Smart Import.- Scanned PDFs or image-based PDFs: These documents contain text embedded as images, which Smart Import cannot process. You can determine if a PDF is scanned by trying to highlight its text. If the entire page is selected instead of specific text, it's a scanned PDF.

  • Photos or screenshots saved as PDFs: These lack embedded text, making them unreadable by Smart Import.

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