Items you can upload from a CSV file
Items for your event can be mass-uploaded from a CSV file. Organize your list in the format below to upload items from a CSV file. The column headings must be identical to the column headings in the template.
Issues on Uploading
When you upload and there are formatting issues, it may tell you exactly what you need to adjust. In the pop-up, scroll to the right to see the error message at the end. You can click Edit to make the adjustments directly.
In this example the error is "Time must be null OR must be within event start and end date/time OR Date is not in dd/MM/yyyy Or Time HH:mm format"
This means you probably entered the incorrect date or time format, or the date or time you entered is not within the event schedule.
Important Notes:
Images cannot be uploaded
Text formatting cannot be copied over when uploading
You cannot re-upload to update a fundraising item with the same Item Code. You will get an error if you re-upload an existing item.
TICKETED EVENTS
Order Form Answers
Since dropdown and multiple-choice questions may have multiple answers, you can upload them through a CSV instead of manually adding them individually.
Go to Registration > Order Form
Open the dropdown or multiple choice question for editing
Click Import CSV and upload your file
Sessions
Please read this article to ensure your format is correct. You may get errors if you delete columns from the template or do not follow the other requirements.
If you're assigning speakers and locations to your upload, make sure that they are already added to the event before uploading your session CSV.
When you upload sessions, you can also assign existing speakers and locations to the sessions.
Go to Event Content > Agenda
Click Actions, then click Import Sessions and upload your file
Sample session upload template:
Session Locations
Go to Event Content > Locations
Click Actions, then click Import Locations and upload your file.
Note: the Source URL can be left blank, but the header label should be included in the CSV
Sample Template:
Session Update
Aside from uploading sessions, you can upload a CSV to update existing sessions. Please ensure to check the article below to ensure you are following the correct steps to update sessions.
Private Session Registrants
Making your session private allows you to pre-register existing attendees to the sessions. You can select the attendee's 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
Enable Set session as private
Go to the Attendees tab in the session settings
Click Add Existing Attendees > CSV Upload under Registered and upload your 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
When you upload speakers, you can also assign speakers to existing sessions. You can assign them as moderators or non-moderators.
Go to Event Content > Speakers
Click Actions > Import Speakers and upload your file
Sample speaker upload template:
Column | Format |
Speaker Id | This must be blank if you're uploading new speakers. |
First Name | Text |
Last Name | Text |
Unique and valid email address per speaker | |
Pronouns | Text |
Title | Text |
Company | Text |
Bio | Text |
LinkedIn URL | LinkedIn profile URL |
Instragram Handle | Instagram profile URL |
Twitter Handle | Twitter profile URL |
Override Profile | Y or N |
Allow to Edit Sessions | Y or N |
Primary Sessions | Unique numeric code for each session. Assigning a speaker to a Primary Session will make them a speaker-moderator. |
Secondary Sessions | Unique numeric code for each session. Assigning speakers to a Secondary Session will make them a non-moderator speaker |
Notes:
The Speaker ID must be left blank, but the header label should be included in the CSV
The Override Profile Details column can be left blank, but the header label should be included in the CSV and the default setting will not allow speakers to override.
To automatically assign speakers to existing sessions, you can add the Session IDs in the Primary Sessions and Secondary Sessions columns.
If the speaker is a moderator, add the Session ID to the Primary Sessions column, and if they are not a moderator, add it to the Secondary Sessions columns.
The Sessions IDs must be comma-separated if you're assigning them to multiple sessions.
The Primary Sessions and Secondary Sessions columns can be left blank if you don't want to assign them to sessions, but the header labels should be included in the CSV.
To have the speaker appear as the first in the list, they should be the last speaker in the CSV.
Update Speakers
Aside from uploading speakers, you can upload a CSV to update the information for existing speakers. You'll just need to add the Speaker IDs in the template to ensure that the correct speaker is updated. Please ensure to check the article below to ensure you are following the correct steps to update sessions.
Exhibitor Booths
Go to Exhibitors & Sponsors > Exhibitors
Click Actions > Import exhibitors and upload your file
The exhibitor template should include the following headers:
Name - (maximum of 255 characters)
Location
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
Notes:
Only the Name column is required
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 Members
Go to the exhibitor booth's Team tab and select Import CSV and upload your file
The exhibitor team template should include the following headers:
First Name
Last Name
Role (choices are exhibitoradmin or leadretriever)
Email Address
Sponsors
Go to Exhibitors & Sponsors > Sponsors
Click Import > From a CSV Upload and upload your file
Sample sponsor template:
Attendees
Please read this article to ensure your format is correct, some data may not upload without warnings.
Important Notes:
Do not include conditional questions in your CSV upload. The answers for the subquestions will not upload, but the attendees will still be uploaded.
Do not include image / file urls in your CSV upload. The files cannot be opened after uploading them, but the attendees will still upload. We're improving this!
If you're uploading add ons only, you can only upload if they are existing ticket holders.
Do not upload tickets and add ons at the same with the same Transaction ID to add them to the same order, this will cause issues, you may need to delete the orders and reupload.
Check all your formats before uploading.
Do a couple of test imports before you upload your final list to ensure that all the fields populate.
Go to Attendees > Add Attendee
Click Import Attendees and upload your file
Note: This option is also available in Attendees > Attendee Management
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 Browse and upload your 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 > Contact Lists
Click + Add List. 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
Notes:
Special characters such as + and - are not allowed in the phone number field
Phone number is not required but the header must be included when you upload
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 EVENTS
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 follow the instructions:
Item codes must contain ONLY 3 letters
Do not include commas and decimals in your bid increment, starting bid, buy it now, or market value price amounts.
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.