This method is ideal for quickly scheduling several visits or appointments in Sidely from a structured file.
Steps for a bulk import
1. Access the import tool
Click the gear icon ⚙️ at the top right of the platform to access the settings. Gear → Settings → Import and Export → Import.
2. Download the import template
At the bottom of the page, download the "Event" template file. This ensures the required columns are set up correctly.
3. Prepare your Excel file in advance
Fill in the following information in the Events file:
Title: Name of the event.
Description: Purpose of the visit or additional information about it.
Start date and End date: Enter the scheduled time for the event.
Type: The event type (e.g., Visit, Meeting…).
Status: Current status of the event.
Owner: Email address of the team member assigned to the event.
Company ID: Unique Sidely identifier of the company concerned.
Contact ID (optional): To link the event to a specific person.
Opportunity ID (optional): If the event is linked to a sales opportunity.
External ID (optional): Internal reference for future updates or tracking.
Fill in the event types
Use the following values in the file:
Event type | Value to enter |
Task | Task |
Call | Call |
Meeting | Meeting |
Visit | Visit |
SMS | SMS |
Sales activation | Animation |
Promotion | Promotion |
Delivery | Delivery |
Order | Order |
Time off | TimeOff |
Public holiday | PublicHoliday |
Session | Session |
Training | Training |
Trade show | TradeShow |
Sick leave | SickLeave |
Warehouse visit | WarehouseVisit |
Vehicle maintenance | VehicleMaintenance |
Sample collection | SampleCollection |
Store layout | StoreLayout |
💡 Tip: copy the right-hand column directly into your Excel file to avoid any errors.
Fill in the statuses
Here are the values to use for statuses:
Status | Value to enter |
To do | To Do |
Done | Completed |
Canceled | Cancelled |
💡 Remember to use the company and contact exports to easily retrieve the right IDs.
4. Import the Excel file
Go back to Settings > Import and Export, click Import, then From a file.
5. Select the type of item to import
Once your file is uploaded, choose the Events category from the options offered.
6. Map the fields
Match each column in your Excel file with the fields expected by Sidely. Some fields, such as Title, Start date, Type, Owner and Company ID, are required.
7. Check the data before importing
Click Check.
If errors are detected, Sidely will show you which fields to correct. Update your file if necessary, then run the import again.
8. Confirm and start the import
Once all the data has been validated, click Confirm to start the import.
The events will then be visible in the calendars of the team members concerned.
9. Check the integration
Once the import is complete, go to the Events or Calendar tab to check that all appointments have been created correctly.
FAQ
1. Can I import an event without a contact or opportunity?
Yes, only some fields are required: Title, Type, Owner, Start date, Company ID.
2. What should I do if a row is rejected?
Correct the fields concerned in your Excel file, then run the import again.
3. Is it possible to schedule events that have already taken place?
Yes, this lets you keep a history of completed visits.