Importing Data

Sessions, Speakers, Exhibitors, Sponsors, and Team Members

Updated over a week ago

Admins can import new data into their event as well as import updates to existing data.

NOTE: The limit of records that can imported per file is 1000

Importing New Data

For this demonstration, we will review importing contacts; however, this workflow can be followed for importing sessions, speakers, exhibitors, sponsors, and team members.

  1. Within your event, select 'People' from the left navigation panel and click 'Options' > 'Import' to the right of the page.

    1. NOTE: To import team members, select the button 'Import' to the right of the button 'Add User'.

  2. Admins will be prompted with the option to either import a file or generate a template to assist you with importing.

    1. NOTE: Templates will be automatically downloaded to your device as a CSV file.

  3. After you have completed your file for import, select 'Upload a file to import' and admins will be prompted to either select a file on their device to import or copy and paste table data. Please note the following:

    1. Only CSV, XLSX, and XLS files are accepted.

    2. Phone numbers must have a valid area code (e.g. (123) 456-7890 will not be accepted)

    3. Date format is MM/DD/YYYY @ hh:mm

  4. Select if your file has a header or not to continue with the importing process. Once completed, select the blue 'Next' button at the bottom right-hand corner of the screen.

    1. NOTE: The system will automatically detect the first row as a header.

  5. Map your fields: Within this window, you will have 2 columns. The left column provides all of the fields within the system template while the right column shows you what fields were included in your imported file. Map your file fields to the fields reflected in the system template. Once completed, select the blue 'Next' button at the bottom right-hand corner of the screen.

  6. The last step is to verify that the data is correct. The system will highlight any rows that may need additional attention as a field is invalid. Click on the red cell(s) to identify the error and make updates as needed.

  7. Click the blue 'Complete' button at the bottom right-hand corner of the pop-up window for the system to proceed with importing your data.

  8. Once your data has been successfully imported into your event, you will receive a confirmation message on the screen.

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