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Importing Agenda Items from a File

Filip Fret avatar
Written by Filip Fret
Updated this week

The Agenda Import function allows you to quickly and massively add and update agenda items using a CSV or Excel file. This is ideal if you manage an extensive schedule and want to save time on manual data entry.

From this article you will learn:

  • How to prepare a file for Agenda import.

  • Which fields can be imported and in what format.

  • How to import schedule files step by step.

  • How to update existing program points using import.


Step 1: Prepare the file for import

Before you start, you need to download a template file that will provide the correct data structure.

  1. In the admin panel, go to Program β†’ Agenda.

  2. In the upper right corner, click the "Export" button .

  3. From the list of options, select the format "XLSX for importer".

The system will generate an .xlsx file that contains not only the correct column headers, but also the so-called dictionaries. These are additional sheets with a list of all speakers, tags, roles or spaces along with their unique identifiers (UUIDs), which will be needed in the next steps.

Basic fields to include in the file:

Column Name (suggestion)

Description

Format

Required?

name

Agenda item title.

Text

Yes

startingAt

Start date and time.

RRRR-MM-DD GG:MM:SS

Yes

endingAt

Date and time of completion.

RRRR-MM-DD GG:MM:SS

Yes

type

Type of program item (e.g. Lecture, Workshop).

Text (must correspond to the type names defined in the panel)

Yes

description

Full description of the program item.

Text (may include HTML)

No

shortDescription

A brief, scribbled description.

Text

No

venueName

The name of the place/space if it is not managed as a separate object in the system.

Text

No

πŸ’‘Tip - Date Formatting:
To avoid problems with date and time recognition by spreadsheet programs (e.g. Excel), make sure that the startingAt and endingAt columns are set to text format. Otherwise, the date may be misinterpreted as a long number, causing an error during import.

πŸ’‘Advanced fields (for linked data):

To link agenda items to speakers, tags, roles or spaces, you must use their unique identifiers (UUID).

Column Name (suggestion)

Description

Format

uuid

The unique identifier of a program point. Use it if you want to update an existing entry.

UUID (np. 9a6b1e6a-1b4d-4c3e-9ee1-3f1a2b8c8d32)

venue

The space / place where the program point takes place.

UUID of the space.

speakers

Speakers assigned to the program item.

A comma-separated list of participants' UUIDs.

leaders

Presenters assigned to the program point.

A comma-separated list of participants' UUIDs.

tags

Tags assigned to the program item.

A comma-separated list of tag UUIDs.

roles

The roles of the participants for whom the agenda item is visible.

A comma-separated list of role UUIDs.

Important!
Where to get UUIDs for speakers, tags, roles or spaces? The template file downloaded from the system contains additional sheets (so-called "dictionaries"). In them you will find a list of all the speakers, tags, roles, spaces, etc. available for your event, along with their UUIDs. Just copy the corresponding UUIDs from these dictionaries and paste them into the main import sheet.


Step 2: Import the file in the panel

When your file is ready, you can proceed with the import.

  1. In the admin panel, in the menu on the left, go to Program β†’ Agenda.

  2. In the upper right corner, find and click the "Import" button .

    [screen: Agenda View with Import button selected].

  3. On the import screen, click "Select file" and point to the previously prepared file from your computer, then click "Send".

  4. The system will take you to the column mapping screen. Here you need to match the columns from your file to the corresponding system fields. If you are using a template file, the mapping should happen automatically.

    [screen: Importer column mapping screen].

  5. After making sure all fields are mapped correctly, click "Save and continue".

  6. The system will start processing the file in the background. On the import page you can keep track of its status. Upon completion, you will see a summary with information about the number of successfully imported rows. If there were errors, you will be able to download a file with a list of problematic rows to correct them.

The system needs the following columns to upload the agenda template:

  • Name

  • Type

  • StartingAt

  • EndingAt

Update existing agenda items

If you want to mass update existing program points (e.g., change their times or descriptions), you must include a UUID column in your import file .

  1. First, export the existing agenda (option "XLSX for importer") to retrieve the UUID of all agenda points.

  2. In the export file, modify the data you want to update without deleting the uuid column .

  3. Import the file back into the system. The system will recognize the existing UUID and update the corresponding entries instead of creating new ones.


FAQ

My import failed. What can I do?

Once the import is complete, the system will display a report listing any errors. You can also download a file with the rows that were not imported to more easily identify and correct the problem. The most common problems are a bad date format or an attempt to assign a non-existent UUID to a speaker or tag.

Do I have to import all columns?

No, you can import a file containing only the columns you want to complete or update. However, remember that name, startingAt, endingAt and type are required to create a new program point.

How do I add multiple speakers to a single agenda item in a file?

In the speakers column, paste the UUIDs of the following speakers, separating them with a comma (no spaces), e.g. uuid1,uuid2,uuid3.

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