Importing your data into Event Temple lets your team hit the ground running by migrating Accounts, Contacts, Bookings, Events, Room Blocks, Menus, Event Line Items, and Tasks from your previous system.
Before You Start
Export your records as CSV files from your old system.
Clean up data: remove duplicates, correct email/phone formats, ensure all required fields are included.
Use External IDs to link related records (Accounts → Contacts → Bookings → Events → Room Blocks → Menus → Event Line Items → Tasks).
Create custom fields in Event Temple if your old system has fields not included by default.
Important Tips:
Accounts & Contacts must be imported first to link Bookings correctly.
Only advanced users or those familiar with data migration should attempt imports; mistakes can cause data loss.
Double-check spreadsheet formatting: dates, times, numbers, currencies, and required fields.
Before performing an import, please refer to our article A Detailed List of Fields Available to Import to confirm that your data is formatted correctly.
Step-by-Step Import Process
Go to Settings → Tools → Imports → New Import.
Select your import type and upload CSV file.
Choose how to handle duplicates (skip, overwrite, etc.).
Map spreadsheet columns to Event Temple fields carefully.
Import in this order:
Accounts
Contacts
Bookings
Events
Room Blocks
Menus
Event Line Items
Tasks
Click Here for Import Requirements
Click Here for Import Requirements
Accounts
Include at least Account Name (required).
Optional: address, phone, website, internal IDs or External IDs to link Contacts and Bookings.
Contacts
Required: First Name, Last Name, Email.
Optional: Account Name/ID, address, phone, birthday, notes.
Use External IDs to ensure correct linking to Bookings.
Bookings
Required: Booking Name, Booking Status (lead, tentative, definite, lost).
Optional: Account/Contact IDs, start/end dates & times, booking type, deal value.
For group bookings: set is_group = yes to create Room Blocks.
Additional data can be imported via custom fields.
Events
Required: Booking ID, Event Name, Start & End Dates, Status.
Optional: Start/End times, Guaranteed/Expected Attendees, Spaces, Event Type, Setup Style.
Use custom fields for additional information.
Room Blocks
Each day must be on a separate row with Booking External ID and unique row External ID.
Required: Single Blocked Amount, Rate, Room Type.
Optional: pickup amounts.
Menus & Event Line Items
Required: Menu/Line Item Name, Price (tax-exclusive).
Optional: Item Description, Sub Menu, Revenue Categories, Taxes (semicolon-separated for multiple taxes).
Event Line Items: include Event External ID and unique External ID per line.
Ensure Menu items are imported before Line Items.
Tasks
Required: Task Name, Due Date.
Optional: Completed Date, link to Account/Contact/Booking, assign to user via email.
Import tasks last to ensure proper linking.
Tips for a Smooth Import
Review all field mappings carefully.
Confirm External IDs are unique and correctly matched.
Check that data aligns with Event Temple formats.
Some manual cleanup may be required after import.