How to Update CSV for Mandatory / Pre-Populated Schedules

Modified on Fri, 23 Sep 2022 at 06:16 PM

Uploading the CSV file

After your Project Manager completes the setup for your Mandatory Schedule upload, you will now have the ability to upload a correctly formatted CSV to pre-populate your user schedules. 

  1. Please review the following article: EventPilot Mandatory / Pre-Set Schedule File Format Specification.  

  2. Once you have prepared the CSV file, follow the below instructions: 
    1. Go to Agenda > Advanced > Push Schedule tab > Upload 
      If you do not see this tab, please contact your Project Manager to upload the file for you.
    2. Once the upload is complete, test the schedule download with one of the logins.
  3. After upload, if the app is already built, the user will be able to see their schedule in the app.  If the app is not built, the schedules will be visible to the users once the app is built as a proof or release.
    • Note: When you upload an updated CSV, you can just do the same upload process above and there is no need to delete old CSV files.  The CMS will automatically replace with the newest file that has revisions.  

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