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 

 

 

 Select Export Holiday Schedule (Excel) . 

 

 

 Save the file. It contains your existing entries. 

 

 

 Prepare a file for bulk upload 

 

 

 Open the exported Excel file or your internal template. 

 

 

 Add or edit rows with the following fields: 

 

 

 Name of the holiday or off-hour. 

 

 

 From Date Time . 

 

 

 To Date Time . 

 

 

 

 

 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 

 

 

 Select Upload Holiday Schedule . 

 

 

 Choose your Excel file. 

 

 

 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 

 

 

 Use Add New for quick one-off changes. 

 

 

 Use Export , edit in Excel, and Upload for many changes at once or for annual planning. 

 

 

 Troubleshooting 

 

 

 If the upload fails, check column headers and date formats. 

 

 

 Remove blank rows and hidden sheets before uploading. 

 

 

 If duplicates appear, remove the extra row in Excel and upload again, or delete the item in the table. 

 

 

 Tips and good practices 

 

 

 Always export before a large update so you have a backup. 

 

 

 Keep a master Excel file for the year and refresh it after each change. 

 

 

 Use consistent names for recurring holidays to make searches easy. 

 

 

 Validate dates for national holidays once per year, then upload the full list in one step. 

 

 

 After a bulk upload, scan the table for time windows that overlap by mistake.