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Appointment Import
When importing Appointment you will need to save the appointments you want to import as a CSV File. Each piece of information about the appointment (Appointment name, Start date, start time to, etc.) will need to be in a separate column. Each task should be a separate row in the spreadsheet. (Note- please download the attached CSV template for the preferred format. 
 
Tip: Get your data to MS Excel, then use the "save as" function to save as CSV format.
 
In order to create a task via CSV import the following fields are required
  • Appointment Name
  • Start date  (Use format MM/DD/YY or MM/DD/YYYY)
The following fields are optional:
  • Start Time (Use format: HH:MM:SS AM/PM)
  • End Date (Use format MM/DD/YY or MM/DD/YYYY)
  • End Time(Use format: HH:MM:SS AM/PM)
  • Duration
  • Type
  • Property
  • status
  • category
  • detail description
  • Organization reference
  • Contact Reference
  • Owner (Use "User name" value to import to owner)
To run an Appointment import please follow the steps provided below:
1- Click on Account
2- Choose "Import" from the sub menu
PlanPlus online will display the Data Import/Export Page
3- Choose "Appointment" from import options provided



 
This will pull up the CSV File source page. 
4- Upload the CSV file you want to import
5- Name your import session
6- Click Submit




 
This will take you to the Verify & Map Your Data Page
7- Click "Select mapping" then choose the field you want to map to.
8- Repeat step 7 for the remaining fields in your import
9- Click Submit




 
This will take you to the Confirm to Import data page. 
10- Review the data that is to be imported. 
11- If everything looks correct click on "Submit" to complete the import. 





 
 

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Attachments:
  Appointment Import.csv
 
 
Solution #: 801550
Type: Knowledge Base
Status: Published
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