Excel Itinerary import/export - Revision history

Kaylanp: cross reference

2026-09-18T10:42:49Z

cross reference

← Older revision		Revision as of 10:42, 18 September 2026
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	The Excel itinerary import/export feature allows you to export an itinerary from the Coordinator Hub to a spreadsheet, make bulk edits offline, and then import it back into EventR to create a new itinerary.		The Excel itinerary import/export feature allows you to export an itinerary from the [[EventR Enterprise Coordinator Hub Guide\|Coordinator Hub]] to a spreadsheet, make bulk edits offline, and then import it back into EventR to create a new [[Itineraries\|itinerary.]]

	This is useful when you want to update many items at once using Excel or another spreadsheet tool, rather than editing items individually in the Coordinator Hub.		This is useful when you want to update many items at once using Excel or another spreadsheet tool, rather than editing items individually in the Coordinator Hub.
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	== Overview ==		== Overview ==
	[[File:Excel import-export screen.png\|thumb\|442x442px\|Excel Import/Export Page]]		[[File:Excel import-export screen.png\|thumb\|442x442px\|Excel Import/Export Page]]
	From an itinerary in the Coordinator Hub, you can open the export screen and switch from the default PDF tab to the Excel tab. The page then splits into two sections:		From an itinerary in the [[EventR Enterprise Coordinator Hub Guide\|Coordinator Hub]], you can open the export screen and switch from the default PDF tab to the Excel tab. The page then splits into two sections:

	* '''Export''' — downloads the itinerary as an <code>.xlsx</code> workbook.		* '''Export''' — downloads the itinerary as an <code>.xlsx</code> workbook.
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	# Confirm the import.		# Confirm the import.

	EventR then creates a '''new itinerary''' from the uploaded file.		EventR then creates a '''new [[Itineraries\|itinerary]]''' from the uploaded file.
	[[File:Excel Import Page.png\|center\|thumb\|674x674px\|Excel Import Confirmation Page]]		[[File:Excel Import Page.png\|center\|thumb\|674x674px\|Excel Import Confirmation Page]]

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	* Maximum upload size: '''30 MB'''		* Maximum upload size: '''30 MB'''
	* The export/import structure must be preserved for the upload to work correctly.		* The export/import structure must be preserved for the upload to work correctly.
	* The feature supports '''Stands''', not just activities.		* The feature supports '''[[Stands]]''', not just [[Activity Card\|activities]].
	* Deeplinks can be included as an optional extra tab during export.		* Deeplinks can be included as an optional extra tab during export.

	== Recommended workflow ==		== Recommended workflow ==

	# Export the itinerary from the Coordinator Hub.		# Export the itinerary from the [[EventR Enterprise Coordinator Hub Guide\|Coordinator Hub]].
	# Edit the workbook in your spreadsheet software.		# Edit the workbook in your spreadsheet software.
	# Re-upload the file using the Excel import section.		# Re-upload the file using the Excel import section.
	# Review the detected rows on the data review page.		# Review the detected rows on the data review page.
	# Create the imported itinerary.		# Create the imported itinerary.

Kaylanp at 09:48, 18 September 2026

2026-09-18T09:48:41Z

← Older revision		Revision as of 09:48, 18 September 2026
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	You can also optionally include a '''deeplinks''' tab, which will include a tab for deeplinks to each itinerary item in the app.		You can also optionally include a '''deeplinks''' tab, which will include a tab for deeplinks to each itinerary item in the app.

Kaylanp at 09:48, 18 September 2026

2026-09-18T09:48:19Z

← Older revision		Revision as of 09:48, 18 September 2026
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	== Overview ==		== Overview ==
	[[File:Excel import-export screen.png\|thumb\|~~410x410px~~\|Excel Import/Export Page]]		[[File:Excel import-export screen.png\|thumb\|442x442px\|Excel Import/Export Page]]
	From an itinerary in the Coordinator Hub, you can open the export screen and switch from the default PDF tab to the Excel tab. The page then splits into two sections:		From an itinerary in the Coordinator Hub, you can open the export screen and switch from the default PDF tab to the Excel tab. The page then splits into two sections:

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	You can also optionally include a '''deeplinks''' tab, which will include a tab for deeplinks to each itinerary item in the app.		You can also optionally include a '''deeplinks''' tab, which will include a tab for deeplinks to each itinerary item in the app.




	== Exporting an itinerary ==		== Exporting an itinerary ==
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	EventR then creates a '''new itinerary''' from the uploaded file.		EventR then creates a '''new itinerary''' from the uploaded file.
			[[File:Excel Import Page.png\|center\|thumb\|674x674px\|Excel Import Confirmation Page]]

	== What happens after import ==		== What happens after import ==

Kaylanp at 09:45, 18 September 2026

2026-09-18T09:45:45Z

← Older revision		Revision as of 09:45, 18 September 2026
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	== Overview ==		== Overview ==
			[[File:Excel import-export screen.png\|thumb\|410x410px\|Excel Import/Export Page]]
	From an itinerary in the Coordinator Hub, you can open the export screen and switch from the default PDF tab to the Excel tab. The page then splits into two sections:		From an itinerary in the Coordinator Hub, you can open the export screen and switch from the default PDF tab to the Excel tab. The page then splits into two sections:

Kaylanp: Made the page

2026-09-18T09:42:03Z

Made the page

New page

The Excel itinerary import/export feature allows you to export an itinerary from the Coordinator Hub to a spreadsheet, make bulk edits offline, and then import it back into EventR to create a new itinerary.

This is useful when you want to update many items at once using Excel or another spreadsheet tool, rather than editing items individually in the Coordinator Hub.

== Overview ==
From an itinerary in the Coordinator Hub, you can open the export screen and switch from the default PDF tab to the Excel tab. The page then splits into two sections:

* '''Export''' — downloads the itinerary as an <code>.xlsx</code> workbook.
* '''Import''' — uploads an <code>.xlsx</code> workbook or a <code>.zip</code> archive to create a new itinerary.

You can also optionally include a '''deeplinks''' tab, which will include a tab for deeplinks to each itinerary item in the app.

== Exporting an itinerary ==

# Open the itinerary in the '''Coordinator Hub'''.
# Click '''Itinerary Export'''.
# The export page opens on the '''PDF''' tab.
# In the '''top-right corner''', switch to '''Excel'''.
# Use the '''Export''' section to download the itinerary.

=== Export output ===
The itinerary is exported as an <code>.xlsx</code> workbook.

If the itinerary includes attached files, they are downloaded alongside the workbook and packaged into a <code>.zip</code> file.

You can also choose to include a '''deeplinks''' tab. This adds an additional sheet containing a deeplink for every item in the itinerary.

== Importing an itinerary ==
The '''Import''' section allows you to upload either:

* an <code>.xlsx</code> workbook
* a <code>.zip</code> file containing the workbook and attached files in the same format produced by the export

<blockquote>'''Important:''' Attached files must be uploaded in a <code>.zip</code> file. Do not upload a folder directly.</blockquote>

=== Import process ===

# Upload the workbook or <code>.zip</code> file.
# A '''data review''' page appears.
# Check that the correct number of rows has been identified.
# Confirm the import.

EventR then creates a '''new itinerary''' from the uploaded file.

== What happens after import ==

* The original itinerary is '''not changed'''.
* A '''new itinerary''' is created instead, so there is no risk of overwriting the existing one if something goes wrong.
* The imported itinerary is labelled with '''<code>(imported)</code>''' to distinguish it from manually created itineraries.

== Limits and notes ==

* Maximum upload size: '''30 MB'''
* The export/import structure must be preserved for the upload to work correctly.
* The feature supports '''Stands''', not just activities.
* Deeplinks can be included as an optional extra tab during export.

== Recommended workflow ==

# Export the itinerary from the Coordinator Hub.
# Edit the workbook in your spreadsheet software.
# Re-upload the file using the Excel import section.
# Review the detected rows on the data review page.
# Create the imported itinerary.