DATA ENTRY FAQ
During the Onboarding process TPP offers many options for importing account data from your previous database to your new TPP database
Account Data
Account data that can be uploaded includes:
- Menu Items
- Catering Contacts (both Individuals and Companies)
- Inventory
- Venues
- Staff
- Vendors
- Leads (TPPsales Only)
Having some (or all) of this Account Data uploaded and available in your new TPP account can help you adopt TPP into your day-to-day workflow much more quickly and easily.
“TPP provides an incredibly detailed ‘blueprint’ for creating/invoicing catered events, but your account data makes up the ‘building materials’.
These are the many items and details that make an Event executable by you and your team.”
Click here to download the Import Templates for all available categories of Account Data.
Note: If you have our TPPSales CRM integration please note we have a TPPSales Only Lead Import Template. We recommend this be used for Events that are scheduled for the future. Converting these Leads to Deals in TPPSales will expedite the creation of future Events in TPP immensely.
Time Frames for Importing Sellable Data
Once you have completed a data import sheet and are ready for it to be uploaded, you can send that over to our team and we will review.
Our basic time frame (if there are no issues seen with the data when we review) is within 1-2 Business Days.
If we receive an import template that is flawed, but the flaws are correctable by TPP team members, we will make those corrections and import the Data for you. Note that the time frame may change depending on team’s availability to update the Import Template for you.
If we receive an import template that is incomplete in a significant way (missing necessary information to make the import viable; category doesn’t match the template that was used, etc.) we will return the template to you with our recommended edits. We will then wait for an updated import template to be returned to us. We will review again and the time frame will be 1-2 business days if everything looks good.
Premium Onboarding Data Entry
If you have selected Premium Onboarding or our Data Entry package (additional cost included in your Quote) the Onboarding Team will use any sources you have currently available to convert that Data to one of our Import Templates.
File types accepted include (but are not limited to):
- PDF documents
- Excel sheets
- Word Documents
- Online Menus Links
If you are not sure, send it over and we will let you know if it will not work.
In essence we need to be able to both see and manipulate the data in question for our Data Entry service to be of any value.
The time frame for these types of Data Entry is 5 Business days after we have received the data (in any editable form) for the data to then be imported into your TPP account.
Data Entry Clients are also welcome to use our Data Import Templates as a starting point and utilize the Onboarding Team as consultants and collaborators to ensure their Templates are filled out completely and correctly.
Events/Recipes
You will notice above there is not an Import Template for Events or Recipes.
All Events and Recipes have to be created manually within TPP.