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.
TICKETED EVENTS
Sessions
Go to Agenda & Speakers
Click Actions, then click Import Sessions. It will open up a dialogue box where you can download the CSV template and upload your updated CSV file.
Sample session upload template:
Important Notes:
The date format should be DD/MM/YYYY (e.g., 28/07/2023)
The time format should be 24-HR HH:MM (e.g., 13:00)
When you open the template in Google Sheets or a desktop application like Excel, the formatting may convert to that application's default settings. Please be sure to double-check your formatting, especially the date and time, before you try to upload.
All column labels are required, but you can leave the cells blank for location, full detail, capacity, and short description
The Location cell should be blank for virtual sessions.
If you re-upload a session with the same name, it will not create a new session or update the existing session. You will get an error message that the session already has the same title.
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
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 upload 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 Members
Go to the exhibitor booth's Team tab and select Import Team Members
The exhibitor team template should include the following headers:
First Name
Last Name
Role (choices are exhibitoradmin or leadretriever)
Email Address
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.
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 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 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.