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Event Imports

Makayla James
Updated

Events Data Import 

This article will outline the required fields and best practices for our Tripleseat support members to upload contact and account data into Tripleseat software successfully.

Event Headers:

Listed below are the required and acceptable headers for an event import.

  • Name - required
  • Date - required
    • date format: MM/DD/YY OR MM/DD/YYYY
  • Start_time - required
    • ex. 1:30 PM
  • End_time - required
    • ex. 1:30 PM
  • Status - required
  • Definite
  • Tentative
  • Prospect
  • Closed
  • Lost
  • Room - required if eventstyle is onpremise & must exist in the current account
  • Location - required
    • Must match the location’s name exactly
  • Owner - required
    • Must match an existing user on the account
  • Contact_full_name - required
    • can be used in place of first_name & Last_name
  • Contact_first_name - required
  • Contact_last_name - required
    • Can use contact_first_name & contact_last_name in place of Contact_full_name
  • Account - required
    • If left blank, importer will use the contact name to create a new account
  • Event_style - required
    • Onpremise
    • Largeparty
    • Pickup
    • Catering
    • Dropoff
      • REQUIRED FOR CATERING/DROPOFF
        • Delivery_instructions
        • Offsite_address_full
        • Offsite_address_street
        • Offsite_address_street2
        • Offsite_address_city
        • Offisite_address_state
        • Offsite_address_zip
        • Offsite_address_country
        • Offsite_address_full
  • Created_at
  • Setup_time - in minutes
  • Teardown_time - in minutes
  • Guest_count
  • Guaranteed_guest_count
  • Grand_total
  • Actual_amount
  • Deposit_amount
  • Description
  • Setup_type
  • Food_and_beverage_min
  • Payment_type
  • Event_type
  • Lead_source
  • Channel
  • Campaign
  • Setting
  • Rental_fee
  • Amount_due
  • Price_per_person
  • Managers
  • Lost_reason
  • Event_definite_date
  • Event_closed_date
  • Event_prospect_date
  • Event_tentative_date
  • Event_lost_date

Best Practices and Tips:

*If you would like to import data in the Additional Information text field of Tripleseat, please use the header titled ‘Description.’

*If there is an event with more than one room, please separate the rooms using a comma (,) within that cell.

If there are any questions, please reach out to a member of our support team at support@tripleseat.com