Data Import

Use Administration > Data Import to migrate or add planning data.

Import Types

CongPlan provides two main import flows:

• NW Scheduler backup import — Migration data such as publishers, service groups, meetings, assignment history, technical assignments, and absences where available
• Program import — Meeting program data from a CSV/workbook-style source

NW Scheduler Backup Import

The import expects the supported backup package format from NW Scheduler. Depending on the export, this may be a zipped backup file.

Typical flow:

1. Open Administration > Data Import
2. Select the NW Scheduler import
3. Upload the backup package
4. Review detected data and meeting-time assumptions
5. Review the preview
6. Resolve conflicts such as duplicate names
7. Start the import

tip

Create a fresh NW Scheduler backup immediately before migration.

Program Import

The program import can detect and preview program data before it is written:

1. Upload the program file
2. Review detected date format and program structure
3. Match CSV names to existing users where needed
4. Check the preview
5. Confirm the import

Program imports add or update program data. Review the preview carefully before confirming.

After Import

Check:

• Users and permissions
• Service groups
• Meeting times
• Meeting detail pages
• Technical assignment templates and assignments
• Absences and imported history

Troubleshooting

Problem	What to check
File rejected	Confirm that the uploaded file is the supported backup/package format
Duplicate users	Resolve or merge duplicates in the preview
Missing assignments	Check whether the source backup contained assignment history
Wrong dates	Verify date format and meeting-time settings before confirming