Getting Started

The Assignment History importer uses a UTF-8 encoded CSV file containing historical meeting assignments. This topic explains how to generate the empty template file and prepare it before adding your data.

Creating the Empty File

Open the Publishers Database, then press Ctrl + E to open the file dialog for choosing the file location and name.

When created:

• The file is saved in UTF-8 encoding for full language compatibility in Meeting Schedule Assistant.
• A header row containing all supported column headings is automatically inserted in CSV format.

Use this generated file as your starting point and populate it with your assignment history information.

[!NOTE] Meeting Schedule Assistant keeps up to 2 years of assignment history. Older entries are automatically purged once a month.

Before You Begin

Before populating the file, ensure:

• All referenced publishers exist in the Publishers Database
• You understand the supported method abbreviations
• You are using the correct date format
• You have reviewed the supported column headings

These steps help prevent warnings or exceptions during import.

Next Steps

Once your file is populated:

1. Open the Publishers Database.
2. Select Import → Assignment History from the Database menu.
3. Choose your prepared CSV file.
4. Review any warnings or exceptions logged during the import.

Navigation

• Parent topic: Generic Importing
• Next topic: Assignment History