Booking importer — Booking Status Date (UI mockup)
Proposed field: Booking Status Date, mapped like any other column. Hover the ? icon after the spreadsheet column header to see field help (matches fa-question-circle + uib-tooltip elsewhere in Event Temple). Not implemented in app code.
1 Column mapping — after upload, settings/imports/new?importType=Lead

Importing 847 rows. Select field mappings and click start to begin import:

Matched Column Header From File Preview Information Event Temple Property
External Id
HIST-1001
HIST-1002
HIST-1003
Booking External Id ×
Booking Name
Smith Wedding Reception
Annual Sales Conference
Johnson Charity Gala
Booking Name ×
Status
definite
tentative
lost
Booking Status ×
Booking Status Date Date when the booking reached its current status (from the Booking Status column on the same row). Examples: Lead → inquiry date; Definite → definite date; Lost → lost date. Use dd/mm/yyyy or include a time. If blank, existing import defaults apply.
15/03/2019
22/06/2020
10/01/2018
Booking Status Date ×
Start Date
20/06/2019
01/09/2020
05/03/2018
Booking Start Date ×
End Date
21/06/2019
03/09/2020
06/03/2018
Booking End Date ×
Deal Value
45000
120000
8500
— Select field —
Inquiry Time
01/02/2019 09:00
— Select field —
2 Import fields reference — Settings → Import Fields, Booking section

Import Fields

Booking
Field Title Field Type Required Notes
Booking External Id Text (Short) Unique ID of the booking.
Booking Name Text (Short)
Booking Status Text (Short) Should be any of the following values: lead, tentative, definite, or lost
Booking Status Date DateTime Date when the booking reached its current status (from the Booking Status column on the same row). Examples: Lead → inquiry date; Definite → definite date; Lost → lost date. Use dd/mm/yyyy or include a time. If blank, existing import defaults apply.
Booking Start Date Date
Booking End Date Date
Inquiry Time DateTime When the booking was first inquired. For lead status you may use either Inquiry Time or Booking Status Date.
… remaining booking fields unchanged …