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Importing Events

Import multiple events at once using an Excel spreadsheet, including recurring events, location, and automatic attendee registration.

MaryGrace Flores avatar
Written by MaryGrace Flores
Updated today

Mass import all of your events from an Excel spreadsheet. If you’re managing multiple events or recurring activities, manually adding each one can be time-consuming. Equip streamlines this process—allowing you to import events in bulk quickly and efficiently.

📥 Use This Template to Get Started

Use this Excel template to format your events correctly before importing.

🧭 Import Steps

  • Sign in to Equip

  • Click Calendar from the left-hand menu

  • Click the three dots in the top-right corner

  • Select Import Events

  • Drag and drop your Excel file into the bordered box or click to upload

  • Follow the on-screen prompts to validate and complete your import

📊 Column Guide

Required Columns

  • title

  • start_at

  • end_at

Optional Columns

  • description

  • category

  • recur_every

  • recur_on

  • recur_until

  • address_one

  • address_two

  • city

  • state

  • zip

  • allow_student_registration

  • allow_mentor_registration

  • notify_mentors

  • allow_check_ins

  • allow_check_outs

  • registrants


📅 Accepted Field Formats

  1. Date/Time Fields (start_at, end_at):

    • Format: MM/DD/YYYY HH:MMAM/PM

    • Examples:

      • 11/1/2024 9:00AM

      • 01/01/2024 9:00AM

      • 1/01/2024 09:00AM

  2. Recurrence Fields:

    • recur_every:

      • day

      • week

      • month

      • year

    • recur_on (comma-separated):

      • Sun, Mon, Tue, Wed, Thu, Fri, Sat

    • recur_until:

      • Format: MM/DD/YYYY

      • Example: 12/31/2024

  3. Boolean Fields (true/false):

    • allow_student_registration

    • allow_mentor_registration

    • notify_mentors

    • allow_check_ins

    • allow_check_outs

  4. category:

    • Must match an existing category name in your organization

  5. registrants:


⚠️ Important Notes

  • The 'category' field must match an existing category name exactly.

  • When using recurrence, both 'recur_every' and 'recur_until' are required.

  • When specifying 'recur_on', 'recur_every' must be set to 'week'.

  • Time zones are based on your organization's settings.

  • Email addresses in the 'registrants' column must belong to existing users.

  • Location fields (address_one, city, state, zip) should all be provided if any are used.

  • Start time must be before end time.

  • Recurrence end date must be after the event start date.

  • Boolean fields accept: true/false, TRUE/FALSE, or 1/0

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