If you manage your meeting rooms in another software program, or even Excel, save time by importing a spreadsheet with your room details directly into the proposal.
1 Access the meeting room agenda. Begin by hovering over the global navigation, then hover over RFPs and click Manage RFPs.
Open the RFP you need by clicking its name. Click Create Proposal.
Complete the required fields, clicking Next to advance, until you reach the Meeting Room Availability page in the proposal wizard. Click Import Meeting Rooms.
2 Download the room requirements. When the popup appears, click Download RFP Agenda and save the file.
Locate the sample on your computer or network. Right click the file, hover over Open with, and select Microsoft Office Excel. Alternatively, you can open the file in Notepad, copy the text and paste it into an Excel spreadsheet.
3 Prepare your data. Do not edit, delete, or reorder anything in the first row, or columns A through M. These contain the planner's room requirements, which must stay the same so the import can successfully sync your rooms.
For the remaining columns, starting with Room Name, you can enter your room details in each row.
NOTE: If you type "Yes" under the Do Not Provide Information column, you must enter text in the Note column before you can import the file.
After adding your data, open the File menu and click Save As. In the Save as type dropdown, make sure the Text (Tab delimited) option is selected. Click Save. If a warning message appears, go ahead and click Yes.
4 Import the file. Back in Cvent, click Next, then click Choose file to locate the file on your computer or network.
Once you're done, click Next.
All your fields should be matched automatically to the Cvent fields but you can select Do Not Import from the dropdowns to exclude any irrelevant columns.
Click Next.
Review the summary to see the number of rooms imported (added to your proposal's meeting room agenda) or skipped (failed to import and why).
Click Close.
