Data Import Templates

Download these import templates to quickly get new items into your TPP account.

Contacts

Leads

Leads (TPPsales Only)

Menu Items

Inventory

Staff

Venues

Vendors

These will allow you to enter all your data on one spreadsheet for editing and review.

Follow the instructions on the first sheet and let us know if you need any guidance.

Once you have completed the template, email them back to our Client Care team at support@totalpartyplanner.com.

Someone on our team will review the information and upload it to your account within 24 business hours.

NOTE: There is not a way to upload recipes into TPP.

These must be created directly in TPP manually using the inventory items that you can upload.

Also, Uploading to the Misc category is not available.

Updated on August 28, 2024
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Our Client Care team can be reached from 9AM to 6PM ET Monday - Friday.
support@totalpartyplanner.com