How can I import a list of companies, contacts, attendees and travel/accommodation information into EventPro Planner?
If you have these records in a Comma Separated Value (csv) file, Excel spreadsheet or an Access database, it is easy to import them into EventPro Planner. The EventPro Planner User Manual can walk you through the process. In the EventPro Planner Manual current to Version 1.7.20.350: To import companies or contacts, see Chapter 2: Companies/Contacts, Import Companies and Contacts. To import attendees, see Chapter 6: Manage Attendees, Import Multiple Attendees. To import travel reservations, see Chapter 7: Attendee Travel, Import Travel Reservations. Finally, to import accommodation reservations, see Chapter 8: Attendee Accommodations, Import Accommodation Reservations. In the EventPro Planner Manual current to Version 2.0: To import companies or contacts, see Chapter 3: Companies/Contacts, Import Companies and Contacts. To import attendees, see Chapter 8: Manage Attendees, Import Multiple Attendees. To import travel reservations, see Chapter 9: Attendee Travel, Import Travel Arrangement