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Schedule Request Import Instructions

The Schedule Request Import Template can be used to mass import schedule requests from your current scheduling system (Google, Outlook, etc). 

Note: When you have completed the template, please email it to support@gofmx.com to have the import uploaded to your FMX site. 

All fields with an asterisk (*) are required.

Download the Schedule Request Import Template at the bottom of this page and follow the instructions below:

  • Name* - enter the name of the event (e.g. Weekly Meeting)
  • Request Type* - this is the category of your request (e.g. Community, General, etc.)
  • Building* - enter the building where the event will take place
  • Resources* - this is where you will enter the location of the event. If your event will have multiple resources or locations enter the first one and then hit Alt+Enter to go to the next line (e.g. Room 201)
  • Created Date* - enter the date you are creating the request. Must be enter as MM/DD/YYYY
  • Created Time*- enter the time you created the request
  • User* - enter the name or email address of the person making the request. Make sure this user is a user on your FMX site. Note if this user requires approval, all requests will have to be approved.
  • Date* - enter the day the event will be held. Must be entered as MM/DD/YYYY
  • Start Time - enter the time that the event will start. Note: Do not include when entering an "All Day" event.
  • End Time - enter the time that the event will end. Note: Do not include when entering an "All Day" event.
  • Setup Duration (minutes) - enter how many minutes are needed for setup
  • Teardown Duration (minutes) - enter how many minutes are needed for teardown
  • Repeat* - select how often you want this event to occur (e.g. Never, Weekly, Monthly)
    • If you select Never, skip to column AD.
    • If you selected Daily, fill in column N, then columns Z-AB, then Columns AD-AG
    • If you selected Weekly, fill in columns O-V, columns Z-AB, then columns AD-AG
    • If you selected Monthly, fill in columns W-X, columns Z-AB, then columns AD-AG
    • If you selected Yearly, fill in column Y, columns Z-AB, then columns AD-AG
    • If you selected Custom Dates, fill in column AC, then columns AD-AG.
  • Daily (fill in if you selected “Daily” under “Repeat)
    • Every X Days - enter over how many days you want the event to occur (e.g. every 2 days would be every other day)
  • Weekly (fill in if you selected “Weekly” under “Repeat)
    • Sunday through Saturday - enter ‘Y’ or '1' on the day(s) of the week you want your event to occur.
    • Every X Weeks - select how many weeks you want this to occur (e.g. every 2 weeks would be every other week)
  • Monthly (fill in if you selected “Monthly” under “Repeat)
    • Mode- select which of the following monthly repeating methods you would like to use from the drop down list provided in the cell:
      • Day of the month: The task will repeat on the same date (e.g., the 20th of every month).
      • Day of the week: The task will repeat on the same day of the week (e.g., the first Monday of every month).
      • Weekday of the Month: The task will repeat on the same date unless it falls on a weekend in which case it is rescheduled to the nearest weekday.
      • Weekend Day of the Month: The task will repeat on the same date unless it falls on a weekday in which case it is rescheduled to the nearest weekend day
    • Every X Months – enter over how many months you want this to occur (e.g. every 2 months)
  • Yearly (fill in if you selected “Yearly” under “Repeat)
    • Every X Years- enter over how many years you want this event this to occur (e.g. every 3 years)
  • Ends
    • Mode – Select when the scheduled event will end
      • Following Week – select this is if you want your scheduled event to end the next week
      • Following Month – select this if you want your scheduled event to end the next month
      • Following Year – select this if you want your scheduled event to end the next year
      • After X Times – select this if you want your scheduled event to end after it has occurred a certain number of time (e.g. 5 times); then enter this value in column Y
      • On Date – select this if you want your scheduled event to end on a given date; then enter this (MM/DD/YYYY) in column Z
    • Custom (if you selected “Custom” under “Repeat)
      • Dates – enter the dates you want this event to occur. Must be entered as MM/DD/YYYY. To enter a second date, type Alt+Enter to go to the next line.
    • Request
      • Make Private (optional) – if you want to make this request private (only user types with private read access will be able to view these events), enter ‘Y’ or '1' here
      • Custom Field (optional) - This is where you put in your own custom information. Label the column header with the name of your custom field (e.g. Number of People)

 

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