Import and Export Holiday Schedules with Excel - Admin Panel
Purpose: Use Excel to add many closures at once, or to back up and share your schedule outside Phone Copilot.
Access
Open Admin > Holiday/Off-Hour Schedule.
Export the current schedule
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Select Export Holiday Schedule (Excel).
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Save the file. It contains your existing entries.
Prepare a file for bulk upload
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Open the exported Excel file or your internal template.
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Add or edit rows with the following fields:
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Name of the holiday or off-hour.
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From Date Time.
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To Date Time.
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Use the date and time format shown in your account. Keep start before end. Do not include notes in extra columns.
Upload a holiday schedule
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Select Upload Holiday Schedule.
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Choose your Excel file.
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Confirm the upload and wait for the success message.
Result: New rows are added. Rows that match existing items by identifier or exact values are updated, depending on your configuration.
Maintain the schedule over time
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Use Add New for quick one-off changes.
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Use Export, edit in Excel, and Upload for many changes at once or for annual planning.
Troubleshooting
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If the upload fails, check column headers and date formats.
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Remove blank rows and hidden sheets before uploading.
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If duplicates appear, remove the extra row in Excel and upload again, or delete the item in the table.
Tips and good practices
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Always export before a large update so you have a backup.
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Keep a master Excel file for the year and refresh it after each change.
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Use consistent names for recurring holidays to make searches easy.
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Validate dates for national holidays once per year, then upload the full list in one step.
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After a bulk upload, scan the table for time windows that overlap by mistake.