Items for your event can be mass uploaded from a CSV file. To upload items from a CSV file, organize your list in the format below. The column headings must be identical to the column headings in the template. These are the items that you can upload.

VIRTUAL EVENTS

Sessions

  • Go to Agenda & Speakers

  • Click Import Sessions. It will open up a dialogue box where you can download the CSV template and upload your updated CSV file.

Sample sessions template:

For the session upload, please make sure to follow this date and time format:

DD/MM/YYYY and HH:MM


Note: When you open the template in Google Sheets or a desktop application like Excel, the formatting may convert to that application's default settings. Be sure to double-check your formatting before attempting to upload.


Private Session Registrants

Making your session private allows you to pre-register existing attendees to the sessions. You can select the attendee name from the dropdown. If you have several attendees to pre-register for the session, you can upload a list of existing attendees through CSV.

  • Open your session details

  • Turn on Set session as private

  • Click the Registrants tab

  • Click Add Existing Attendees To Session via CSV Upload. It will open up a dialogue box where you can download the CSV template and upload your updated CSV file.

  • Note: You may only upload attendees with existing orders and tickets that are allowed to join that session.

Sample Private Session Registrant Upload:


Speakers

  • Go to Agenda & Speakers

  • Select the Speakers tab

  • Click Import Speakers. It will open up a dialogue box where you can download the CSV template and upload your updated CSV file.

Sample speaker template:


Exhibitor Booths

  • Go to Exhibitors & Sponsors

  • For Exhibitors, click Import Exhibitors. It will open up a dialogue box where you can download the CSV template and upload your updated CSV file.

The exhibitor template should include the following headers:

  • Name (maximum of 255 characters)

  • Pro_Exhibitor

  • Allow_Exhibitor_to_Live_Stream

  • Number_Of_Team_Members_Permitted

  • Allow_Reps_To_Manually_Add_Leads

  • Allow_Reps_To_See_Other_Reps_Leads

  • Allow_Reps_To_Auto_Generate_Leads

  • Show_Download_Lead_Button_In_My_Booth

  • Count_Every_Booth_Visitor_As_A_Lead

  • Booth_Size

  • Preferred_Exhibitor

  • Include_In_Expo_Carousel

  • Carousel_Display_Time_in_Seconds

  • Enable_Chat

  • Enable_Polls

  • Enable_Q&A

  • Link_To_Site

  • Currency

  • Booth_Owner_First_Name

  • Booth_Owner_Last_Name

  • Booth_Owner_Email

Note: The headers are answerable by yes or no, except for:

  • "Name" - the name of your booth

  • "Number_Of_Team_Members_Permitted" - should be filled in with a number

  • "Booth_Size" - should be filled in with either small, medium, or large

  • "Carousel_Display_Time_in_Seconds" - enter the time in seconds

  • "Link_To_Site" - should be filled in with your website if you have any

  • "Currency" - should be filled in with the 3 letter currency, for example, USD, EUR

  • "Booth_Owner_First_Name" - exhibitor admin's first name

  • "Booth_Owner_Last_Name" - exhibitor admin's last name

  • "Booth_Owner_Email" - exhibitor admin's email


Exhibitor Team

  • Go to the exhibitor booth's Team tab and select Import Team Members

The exhibitor team template should include the following headers:


Sponsors

  • Click Import Sponsors and select "from a CSV upload" for Sponsors. It will open up a dialogue box where you can download the CSV template and upload your updated CSV file.

Sample sponsor template:


Attendees

  • Go to Attendees > Add Attendee

  • Click Import Buyers/Holders. It will open up a dialogue box where you can download the CSV template, select the ticket type and upload your updated CSV file.

Note: Importing attendees through CSV has a corresponding fee of $1 per attendee.

Sample attendee template:


Access Codes

  • Go to Registration > Discount & Access Codes, select +Create New Code, then choose code to access hidden tickets.

  • Select the ticket type that the access code will apply to and click Next

  • Select CSV list of codes, then click on Browse. It will open up a dialogue box where you can download the CSV template and upload your updated CSV file.

Sample access codes template:

Note: Access code is the only header, and spaces are not allowed for access codes


Discount Codes

  • Go to Registration > Discount & Access Codes, select +Create New Code, then choose Discount code.

  • Select the ticket type that the discount code will apply to and click Next

  • Select CSV list of codes, then click on Browse. It will open up a dialogue box where you can download the CSV template and upload your updated CSV file.

Sample discount codes template:

Note: Coupon code is the only header, and spaces are not allowed for discount codes


Engage Contacts

  • Go to Engage > Manage Contacts

  • Click Import Contacts. It will open up a dialogue box where you can download the CSV template and upload your updated CSV file.

The headers in the CSV file should be:

  • First Name

  • Last Name

  • Email

  • Phone Number

Note: special characters such as + and - are not allowed in the phone number field

Sample engage contacts template:


Interest Tags

  • Go to Engage > Virtual Networking

  • Click Import Tags. It will open up a dialogue box where you can download the CSV template and upload your updated CSV file.

Note: Interest Tags are available for Scale, Legacy, Professional, and Enterprise plans only

Sample interest tags template:


FUNDRAISING MODULES

Items can be mass-uploaded from a CSV file into your Raffle, Fund a Need, or Auction. The column headings must be identical to the column headings below. An example is attached below.

Please note:

  • Item codes must contain ONLY 3 letters

  • Please do not include decimals in your bid increment, starting bid, buy it now, or market value price amounts.

  • Please do not include currency symbols ($, £, €, ¥) in your bid increment, starting bid, buy it now, or market value price amounts.

  • Item Category must be 20 characters or less

  • Item Short Name must be 25 characters or less

  • Remove extra spaces in the cell content

Auction

  • Item Name

  • Item Code

  • Item Category

  • Bid Increment

  • Starting Bid

  • Buy it Now price

  • Item Market Value

  • Item Short Name

  • Item Description

Raffle

  • Item Name

  • Item Code

  • Item Category

  • Item Description

Fund a Need

  • Item Name

  • Item Code

  • Item Category

  • Minimum Pledge

  • Item Description

Note: You can interchange the column positions for Auction, Raffle & Fund a Need.

Frequently Asked Questions

Can image files be uploaded?

  • No

Will the text formatting for the description be copied over when it's uploaded?

  • No

If a fundraising item has been previously uploaded, will it upload again if my file has that item on the list?

  • If the item name is the same, but the Item code is different, then it will allow you to save and upload it.

  • If the item name and item code are the same, then the platform won't allow you to save the item and will cause an error in your CSV upload.

Can you add fields to the CSV file to upload sessions?

  • No, you can only use the fields provided in the template.

Did this answer your question?