Introduction

This guide shows how to upload an Event from a csv

Assumptions

You use Events( Refer to Gatekeeper for use of Events as a client option)

Where to find this

Click Events

Step-by-Step guide

Step 1. Add Events Information

Select Add to choose between uploading an existing CSV file or downloading a blank template.

a. To create a new file,

Step 2. Click Download and open the template to add your events details before uploading it. Dates added should be in the format dd/mm/yyyy.

The following columns are required to the event to be added.

1. EventID* - ID from your Events System

2. EventCode – Code can also be entered if this is applicable to your Events system

3. JobStartsOn* - Date of Event

4. Working* - Title or Name of Event

5. Numbers – How many guests expected for the event

6. CreatedOn* - Date that the Event was Created in your Events System

7. BookedOn – When Event booking was confirmed

8. FoodBudget – Budgert per Head

9. OutletID* - This is the ID from the Indicater Database, this information will be provided for you.

10. Archive* - 0=No, 1=Yes

11. Commission(Fixed) – Total Commission paid to Venue (If applicable)

12. ActualLabourCost – Actual Labour Cost of event.

NOTE : Events are sorted by JobStartsOn date.

Step 3 - Amending event details

You should keep a Masterfile locally in the same format as the export file. When you need to amend event details you will need to change them in the CSV file and then upload the file as above. Events not on the CSV will remain unchanged.

To add notes to an event, click on the Created On date to open the below box.

You can also archive an event in this box.

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