How to Move an Appointment Calendar to a Business Catalyst Site
Business Catalyst is a cloud hosted solution for managing online businesses. Databases such as those used to store your customer and calendar information can be imported into your Business Catalyst system allowing a streamlined approach to providing your product or services to customers. To move an appointment calendar into Business Catalyst, the software that currently manages your calendar must have an "Export" feature and you must create a custom "Web App" calendar within Business Catalyst as the standard "Calendar" feature does not allow imports as of September 2011.
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Instructions
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Visit the "Business Catalyst" homepage and log in to your account using your user name and password.
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Click on the "Admin" link and then select "Build Web Apps" and click the "Build a new Web App" link.
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Name your calendar web app something appropriate such as "Appointments" and then click "Save."
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Build the fields of your Business Catalyst appointment calendar by doing the following: Click "New Field" and the editing panel for the field opens in the right panel. Enter the name of the field in "Field Name" and then pick the appropriate type of field in "Field Type." Next click "Save Field."
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Build all the fields in your web app necessary to support the data used in your current calendar. Use two types of fields in your calendar web app: "Text Field" and "Date." For example, your current calendar uses a title for all appointments. Create a space for this information by building an appropriate text field, i.e. "Appointment Title."
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Click "Next" and then arrange the fields you created. Click on a dotted box labeled with your custom field names and drag them anywhere on the palette. For example, drag the "Appointment Title" field to the top of the palette to allow this to be the top-most piece of information.
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Click "Save" to finalize your Business Catalyst calendar app. Next, launch your current calendar software and then click "File" and then "Export." Pick the fields of your calendar you want to export, if applicable.
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Select ".CSV" as the export file type and then click "Export" or "Go" depending on your software. Pick a location on your computer to download the calendar data.
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Click the "Admin" button in Business Catalyst and then click "Import Data." Pick the "Web Apps" option and then click on the name of your calendar from the list. Next click the "Import template" link in the sidebar to download customized guide to edit the calendar data you exported. Leave the "Web Apps" import window open.
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Double-click on the ".CSV" file to open it and edit the file according to guidelines in the import template. Click "Save" to apply your changes to the .CSV file. Next, click "Import" on the "Web Apps" import window and navigate to the location of the ".CSV" file. Finally, click "Import."
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