Import proximity data

<< Click to Display Table of Contents >>

Navigation:  PerfectTablePlan 6.0.1 > How do I? > Importing >

Import proximity data

You can set the proximity for guests imported in groups.

import_group_proximity_m

Professional edition only

To import proximity data by guest:

1.Select File>import_16Import.

2.Choose Excel/CSV/text file.

3.Click OK.

4.Select a file to import. The Import Data window will appear.

5.Set guest name and other columns as usual.

6.Set the Next to, Near to, Not next to and/or Not near to columns.

7.Click OK.

import_proximity_m

Note:

Guests referenced during proximity import must already exist in the plan or be created during the import (i.e. have their own row).

Each cell in a Next to, Near to, Not next to or Not near to column can contain 0 or more guest IDs, guest display names, guest first + last names or group names. If there is more than 1, they need to be separated by commas (,).

Proximities are set in the following order: Near to then Not next to then Next to then Not near to. E.g. if 2 guests are set to have both Near to and Next to proximity, the Next to proximity will 'overwrite' the Near to proximity.

When cross referencing proximities against guests PerfectTablePlan will match in the following order:

ocross reference=guest ID

ocross reference=guest display name

ocross reference=group name

oguest first and last name contained in cross reference

If no case sensitive match can be found, then case insensitive matches will be looked for.

If you set guest A 'next to' guest B, then guest B 'next to' guest A will be set automatically.

These proximities override the default proximity for members of a group.

If you have problems you can undo_16Edit>Undo the import and try again.

See also:

Importing

Example import formats

Import guests tutorial

Change proximity for multiple guests