Event Batch Basic

The table below explains the fields included in the Event Batch Basic template. You can use this batch template to add or import multiple new event records. If a field is not required, you can leave it blank as necessary. For additional information about the event data entry fields, see the Events Guide.

Field	Description
Name	Enter the name of the event. This field is required.
Start date	Enter the date of when the event starts. This field is required.
Appeal	Enter the name of the appeal to associate with the event.
Capacity	Enter the number of participants the event can accommodate.
Category	To help classify the event, enter its category or type such as Reception or Sporting event.
Contact	Enter the name of the constituent who serves as a contact at the location of the event.
Coordinators	Enter the name of the staff member who serves as an event coordinator for the event.
Description	Enter a description to help further identify the event.
End date	Enter the date on which the event ends.
End time	Enter the time at which the event ends.
Expenses—Type	Enter the type of expense to add for the event, such as Supplies.
Expenses—Vendor	Enter the name of constituent who serves as a vendor that performs the service associated with the expense.
Expenses—Budgeted amount	Enter the total amount budgeted for the expense.
Expenses—Agreed amount	Enter the total amount agreed upon with the vendor associated with the expense.
Expenses—Amount paid	Enter the total amount paid toward the vendor associated with the expense.
Expenses—Due date	Enter the date when payment for the expense is due to the vendor.
Expenses—Date paid	Enter the date your organization pays the vendor associated with the expense.
Expenses—Comment	Enter any additional information about the expense.
Location	Enter the name of the location where the event occurs.
Prices—Registration type	Enter the type of registration price to associate with the event, such as Family or Corporate sponsor.
Prices—Name	Enter the name of the price associated with the registration type.
Prices—Registration count	Enter the total number of registrations to associate with the registration type. For example, for a registration type of Golf Foursome, enter 4.
Prices—Registration fee	Enter the amount a registrant pays to attend the event as the registration type.
Prices—Cost	Enter the total cost for the registration type. For example, the total cost of the event including catering and facility rental fees, divided by the total number of registrants of the registration type.
Start time	Enter the time at which the event begins.
Tasks—Owner	Enter the name of the staff member assigned the task.
Tasks—Name	Enter the name of the task to associate with the event, such as Call the caterer.
Tasks—Due date	Enter the date by which the owner must perform the task.
Tasks—Comment	Enter any additional information about the task.