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)
- 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.