How to Use the Schedule Import File

How to Use the Schedule Import File

Use the Import File (Excel template) to upload multiple sessions at once instead of creating them one by one.  
1. Download the Template 
  • Go to Admin → Schedule → Import → Import Schedule Items. 
  • Click Template → Excel file will download. Only this template works. 
 2. Required Fields To successfully upload sessions, complete at least: 
  • Name (title of the session) 
  • Date 
  • Start & End time 
  • Visibility (All / Specified) 
  • Assigned to (if Specified) 
 3. Optional but Useful Fields 
  • Location / Room (must be created in Rooms first) 
  • Tracks (must be enabled in Schedule Options first) 
  • Companies (sponsors, profiles) 
  • Online Meeting link/details 
  • Capacity, Waitlist, Confirmation email 
  • Speakers (speaker profile must exist in Event Cadence) 
  • Extra features: Attach materials, Enable Q&A, Chat, Display attendees, Check-in. 
 4. Uploading the File 
  • Save your Excel → Go to Schedule → Import → Select File → Upload. 
  • The system shows success/errors. 
  • If errors: fix them in a new file and re-upload (don’t reuse the error file). 
 5. Pro Tips 
  • Test first in sandbox. 
  • To bulk edit: Export sessions, copy IDs into new Import File, edit, re-upload. 
  • To bulk delete: Use IDs in Bulk Actions → Delete Multiple Schedule Items. 
Learning this process saves lots of time when creating event agendas.