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Appointments - Import/Export
Appointments - Import/Export

An overview of the Import and Export features for appointments.

Michael Buckley avatar
Written by Michael Buckley
Updated over a week ago

Appointment Import

To import your Appointments, navigate to your Appointments Menu and select Import/Export.

Choose one of the Import options and drag and drop the import file into the pop up window as directed.

  1. Import - Appointments (XLS) - Use Download Template to prepare file.

  2. Import - Appointment (ICS)

Available Fields: You can import any of the following fields

Priority
Appointment Name
Customer Email
Customer First Name
Customer Last Name
Customer Company
Customer City
Start Date
Start Time
End Time
Rooms (comma separated)
Organizer Email
Organizer First Name
Organizer Last Name
Attendee Emails (comma separated)
Required Attendee Emails (comma separated)
Objectives (comma separated)
Topics (comma separated)
Personal Message

Appointment Report Export:

The export reports are available in Excel, PDF or PPT formats. If you use search or refine functions, the downloaded report will be of the appointments that matched your search or refine criteria.

Customer Matching

If you've added any Customer Names which don't match your Customers list, after upload you will be given the chance to select the correct Customer by clicking 'Match Customer'.

In the example below, you can see that I made a little typo with Fianna's first name. Cadence detects the similarity and allows you to correct the error or create a new customer.

Once you've corrected any errors, complete the import by clicking Import Appointments. Important Note: All imported Appointments will be created as a Proposed status.

If you still have some errors, you can also download an excel of your errors to make correcting and re-importing a breeze!

Hope this helps! If you have any questions about importing your appointments, send us a message with the chat in the bottom-right corner of your screen and we'll get back to you!

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