Items for your event can be mass uploaded from a CSV file. To upload items from a CSV file, first organize your list in the format below. It is essential that the column headings are 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 the template is opened 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.


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:


Exhibitors & Sponsors

  • 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

  • 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 own 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

  • Click here for the Exhibitors CSV Template


  • For Sponsors, click Import Sponsors then select "from a csv upload". 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.


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. To upload items from a .CSV file, first organize the items in the following format. It is essential that the column headings are 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: For Auction, Raffle & Fund a Need, you can interchange the column positions.

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