Uploading your attendees

CSV formatting guidelines

Tips and Tricks

Uploading Your Attendees


1. Download the CSV template

2. Fill the template with your attendee data, following the formatting guidelines below.

3. Save as CSV, and upload to the system using the "Upload attendee list" button.


CSV Formatting Guidelines

When filling in your CSV template with attendee information, make sure your CSV matches the formatting below:

Where:

Email: Add to send invitations by email, optional as long as the External ID is present.

External ID: Uniquely identifies your attendees and must be provided in place of emails if they are missing, otherwise optional.

FirstName, LastName: Attendees' first and last names, first name is required, last name is optional.

Code: Leave empty to generate 5 digit access codes, or add in your own passcodes.

Session1 ID .... Session2 ID: Optional bookable sessions that you have set up in your schedule. Set value to "1" to book the session for an attendee.


Department, Role: Optional custom fields, Use [Department] shortcut to display the value to the attendee in polls, welcome screens, etc. Add as many custom field columns as you wish.

Tips and Tricks

  1. Your CSV must have the required fields populated to work properly. So it must have values for either emails or external ID and first name.

  2. The other values mentioned in the section above are optional; your CSV will still work without them.

  3. If there is no code field, the system will automatically generate unique 5 digit codes for each attendee. Alternatively, you can add your own codes; these codes can be longer than 5 characters but must be unique for each attendee.

  4. The session ID fields are automatically generated when you use the schedule module only; otherwise, they are not required.

  5. If you need to add more attendees, edit information, or add more custom fields later, download the file, make your updates and re-upload again to keep the unique codes.

Did this answer your question?