ClearEvent lets you and your team import existing data into the platform. We've built some slick import features that make it easy to get your existing data our of Excel and into ClearEvent so you can easily share it with your team.

Getting Started

If you're new to ClearEvent, you'll likely want to import existing data you already have. Importing existing data is a great way to quickly get up and running with ClearEvent.

What Data Can I Import?

Any of the following sections allow you to import your data into ClearEvent:

  1. TODO's

  2. Contacts

  3. Budgets

How Do I Import Data?

It's easy to import data into ClearEvent. Importing data is easy if you follow a few simple steps:

  1. In the Event Manager App, open any section listed above. The following steps will demonstrate how to import existing TODO items.

  2. From the toolbar click the Import button to open the Import todos dialog.

  3. From the Import todos dialog, click the Get the Template button to download a template that you can copy your existing data into.

  4. Save the template to your computer and open it using Excel. It will have one row of sample data in it.

  5. Paste your data into the template file. Be careful not to change any of the column headers or else your data import may fail. 

  6. Ensure data you enter or paste data into the template that matches the expected values shown in the sample row. The expected values will vary depending on the type of data you are importing.

  7. IMPORTANT: If your import data contains a date column (e.g. the TODO DueDate column), it must be formatted as YYYY-MM-DD or else the row will fail to import. Follow these steps to format any date columns in your data.

  8. Save your changes as a .CSV file and close Excel.

  9. From the Import dialog, click the Select .CSV file... button and choose the .CSV file.

  10. That's it! The file should import if all your data passes validation.

Handling Import Errors

If there are problems with the data you submitted, the import process will display errors and will not import any of the data (it's all-or-nothing). 

How Do I Fix Import Errors

To import the data, you'll need to open any file you submitted that was deemed to contain errors and correct those errors before you can try to re-import it again.

If a file fails to import, a list of error messages will be shown in red (see above). The errors will explain what is wrong and how to fix the problems. 

  1. Open the file that contains the bad data.

  2. Review each error reported in the Error Details section above. It will give you the row number that it thinks is invalid. 

  3. Read the error message to understand what needs to be fixed. Most error message give instructions about what you'll need to change to correct the problem. 

  4. Review each item in the list and correct the invalid value in the Excel.

  5. Re-submit the file after correcting the errors. If there are new errors, repeat this process.

If you need help, feel free to reach out to us using the in-app chat feature and we'll help you get that pesky data imported!

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