Skip to main content
Importing Events

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

Trent Kocurek avatar
Written by Trent Kocurek
Updated over a month ago

Mass import all of your events from an Excel spreadsheet. If you're managing multiple events or recurring activities, manually adding them individually can be time-consuming. Equip streamlines this process, allowing you to import multiple events simultaneously in a quick and efficient manner.

Import Steps

  1. Sign in to Equip

  2. Click on Calendar

  3. Click on the 3 dots in top corner

  4. Click on Import Events

  5. Drag your Excel file into the bordered box or click to Validate Import

  6. Follow the Prompts

Column Guide

Required Columns

  • title

  • start_at

  • end_at

Optional Columns

  1. description

  2. category

  3. recur_every

  4. recur_on

  5. recur_until

  6. address_one

  7. address_two

  8. city

  9. state

  10. zip

  11. allow_student_registration

  12. allow_mentor_registration

  13. notify_mentors

  14. allow_check_ins

  15. allow_check_outs

  16. registrants

Available Options for Fields

  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

Did this answer your question?