Itinerary Import and Export: Difference between revisions

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== Overview ==

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.]]

~~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. 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.

~~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]]

~~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:

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.

* '''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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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 ==

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# 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.

# 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]]

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* 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.

* The feature supports '''[[Stands]]''', not just [[Activity Card|activities]].

* Deeplinks can be included as an optional extra tab during export.

== 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.

# Re-upload the file using the Excel import section.

# Review the detected rows on the data review page.

# Create the imported itinerary.

[[Category:3.6.0]]

[[Category:Enterprise]]

[[Category:Excel]]

@@ Line 1: / Line 1: @@
+== Overview ==
+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.]]
-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. 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.
-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]]
-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:
+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.
 * '''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.
@@ Line 30: / Line 29: @@
 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 ==
@@ Line 43: / Line 42: @@
 # 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.
 # 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]]
@@ Line 60: / Line 59: @@
 * 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.
+* The feature supports '''[[Stands]]''', not just [[Activity Card|activities]].
 * Deeplinks can be included as an optional extra tab during export.
 == 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.
 # Re-upload the file using the Excel import section.
 # Review the detected rows on the data review page.
 # Create the imported itinerary.
+[[Category:3.6.0]]
+[[Category:Enterprise]]
+[[Category:Excel]]