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Importing Calendar Types From Successware
OverviewThis tutorial will give you the steps to export your sessions from Successware and import them into StudioCloud. Limitations in Exported The Calendar from Successware - StudioCloud can only import the Date, Session Number, Client, Calendar Type, Calendar Sub-Type, and Status
How to Export Session Information from Successware As A PDF- Open Successware
- Go to the Success Tracking
- Under File go to the file menu option "Sessions"
- Click the "List Sessions" menu item option
- Click the "Print Sessions" button and save the file to a PDF
- Click the Save button
- If StudioCloud is importing your calendar for you please email the file to support@studiocloud.com. If you are importing the calendar yourself please go to the steps below.
A Visual Of The Exporting Process
How To Convert The PDF To A CSV File- The exported pdf must now be converted to a csv file before it can be imported into StudioCloud
How to Import Calendar Types Into StudioCloudNote: StudioCloud does not provide support for the import process below unless you pay for Studiocloud to import the data for you. The following blog post explains why. http://blog.studiocloud.com/2015/02/importing-data-into-studiocloud.html - Go to the Calendar component
- Click the Settings tab
- Click the Manage Calendar Types button
- In the Manage Calendar Types window click the Import Options button
- Select the Import from Successware option
- Select the Successware file
- Click Open to open the Successware file
- Click the Save button
How to Import the Calendar from Successware Into StudioCloudClick here for a tutorial on how to import the calendar from Successware into StudioCloud
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