Uploading Sessions for a Meeting Parent Product

Uploading Sessions for a Meeting Parent Product

After the meeting parent product is created, you have the option of uploading session detail information from an Excel spreadsheet using an Excel template to create sessions associated with that specific meeting parent product.

To create meeting sessions, via an Excel spreadsheet:

1. On the toolbar, select Meeting Definition > Meeting Central.
2. From Meeting Central, click Import Sessions.  The Meeting Session Upload screen will display

3. Click Meeting.  A product chooser window displays.
4. Search and Select the meeting parent product you want to create sessions for.

5. From the Session Upload Templates screen task category, select one of the screen task based upon the complexity of the sessions.

o   Zero Priced Sessions:  Use this template for meeting sessions that all have a price of zero (0) dollars.

o   Single Price Session – Use this template for meeting sessions that only have one price.  Each price can be different for different sessions with the spreadsheet, but they cannot contain rate structure or rate code values.

o   Multi-Price Sessions:  Use this template for meeting sessions that either include a complex pricing value or require a specific revenue and deferred account.  For example, if a session has a different price that may increase as the session date nears, or if session needs to contain a rate structure or rate code, you must use this template.

6. When the template opens in excel, enter information based upon the template columns using one row for each session for all sessions associated with the meeting parent product.

HNote:  For more information on the templates and a description of the information users need to enter into each, see the Defining Upload Template Parameters section.

7. Save the Excel spreadsheet locally to the computer.
8. On the Meeting Session Upload screen, click Import File Path.

9. Search and select the Excel file that was just saved.
10. Click Read Data.  The spreadsheet information uploads to the Product Information table.
11. Click Validate Sessions.  A Validation Successful window displays if the sessions validate in the system.

Note:  If the validation is not successful, an error message appears listing the reason(s) why the validation failed.  Correct the data in the Excel spreadsheet and upload it again before trying to validate again.

12. When the validation completes successfully, click Upload to Database.  An Upload Successful window displays if the sessions uploaded to the system.
13. Open the meeting parent product to confirm the sessions are available in the system and edit/add any information as needed.