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 SimboConnect.Phone Copilot.

Access

Open Admin > Holiday/Off-Hour Schedule.

Export the current schedule

1. Select Export Holiday Schedule (Excel).

2. Save the file. It contains your existing entries.

Prepare a file for bulk upload

1. Open the exported Excel file or your internal template.

2. Add or edit rows with the following fields:

   • Name of the holiday or off-hour.

   • From Date Time.

   • To Date Time.

3. 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

1. Select Upload Holiday Schedule.

2. Choose your Excel file.

3. 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.