Itinerary Import and Export - Revision history

Alexp at 12:38, 25 September 2026

2026-09-25T12:38:06Z

← Older revision		Revision as of 12:38, 25 September 2026
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	[[Category:3.6.0]]		[[Category:3.6.0]]
	[[Category:Enterprise]]		[[Category:Enterprise]]
			[[Category:Excel]]

Alexp: Alexp moved page Itinerary import/export to Itinerary Import and Export

2026-09-25T12:37:46Z

Alexp moved page Itinerary import/export to Itinerary Import and Export

← Older revision		Revision as of 12:37, 25 September 2026
(No difference)

Alexp at 10:39, 25 September 2026

2026-09-25T10:39:10Z

← Older revision		Revision as of 10:39, 25 September 2026
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	* '''Import''' — uploads an <code>.xlsx</code> workbook or a <code>.zip</code> archive to create a new itinerary.		* '''Import''' — uploads an <code>.xlsx</code> workbook or a <code>.zip</code> archive to create a new itinerary.

	There is option to include a '''deeplinks''' sheet in the downloaded workbook, which will include a tab for deeplinks to each itinerary item in the app.		There is option to include a '''[[deeplinks]]''' sheet in the downloaded workbook, which will include a tab for deeplinks to each itinerary item in the app.


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	If the itinerary includes attached files, they are downloaded alongside the workbook and packaged into a <code>.zip</code> file.		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 [[wikipedia:Deep_linking\|deeplink]] for every item in the itinerary.		You can also choose to include a '''[[deeplinks]]''' tab. This adds an additional sheet containing a [[wikipedia:Deep_linking\|deeplink]] for every item in the itinerary.

	== Importing an itinerary ==		== Importing an itinerary ==
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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.
	* [[~~Deeplinks~~]] can be included as an optional extra tab during export. ~~These can be used~~		* The feature supports '''[[Stands]]''', not just [[Activity Card\|activities]].
			* Deeplinks can be included as an optional extra tab during export.

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

Alexp: /* Limits and notes */

2026-09-25T10:34:59Z

Limits and notes

← Older revision		Revision as of 10:34, 25 September 2026
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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 [[Activity Card\|activities]].~~		* [[Deeplinks]] can be included as an optional extra tab during export. These can be used
	* Deeplinks can be included as an optional extra tab during export.

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

Alexp at 10:31, 25 September 2026

2026-09-25T10:31:28Z

← Older revision		Revision as of 10:31, 25 September 2026
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	== Overview ==		== Overview ==
	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 to create a new [[Itineraries\|itinerary.]]		The 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 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. It works particularly well with our [[EventR AI Agent Skill\|EventR AI Skill]] - which will generate you itineraries you can import directly into the system with a few prompts.

	[[File:Excel import-export screen.png\|thumb\|442x442px\|Excel Import/Export Page]]		[[File:Excel import-export screen.png\|thumb\|442x442px\|Excel Import/Export Page]]

Alexp: Alexp moved page Excel Itinerary import/export to Itinerary import/export

2026-09-25T10:29:53Z

Alexp moved page Excel Itinerary import/export to Itinerary import/export

← Older revision		Revision as of 10:29, 25 September 2026
(No difference)

Kaylanp: defined deeplinks

2026-09-23T08:48:53Z

defined deeplinks

← Older revision		Revision as of 08:48, 23 September 2026
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	If the itinerary includes attached files, they are downloaded alongside the workbook and packaged into a <code>.zip</code> file.		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.		You can also choose to include a '''deeplinks''' tab. This adds an additional sheet containing a [[wikipedia:Deep_linking\|deeplink]] for every item in the itinerary.

	== Importing an itinerary ==		== Importing an itinerary ==

Judym at 10:45, 22 September 2026

2026-09-22T10:45:35Z

Alexp at 09:11, 22 September 2026

2026-09-22T09:11:18Z

← Older revision		Revision as of 09:11, 22 September 2026
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	# 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.
			[[Category:3.6.0]]
			[[Category:Enterprise]]

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.

← Older revision		Revision as of 10:45, 22 September 2026
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			== Overview ==
	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.]]		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 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.

	~~== 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 [[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:		On the Event Information tab in the [[EventR Enterprise Coordinator Hub Guide\|Coordinator Hub]], you can open the Itinerary 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.
	* '''Import''' — uploads an <code>.xlsx</code> workbook or a <code>.zip</code> archive to create a new itinerary.		* '''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.		There is option to include a '''deeplinks''' sheet in the downloaded workbook, which will include a tab for deeplinks to each itinerary item in the app.


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