Bulk Update on Attendee Fields

Bulk Update on Attendee Fields

We fully understand the importance of efficiently managing attendee information. To simplify this process, we are excited to introduce a new feature that allows event organizers to update attendee information in bulk using CSV templates. This feature will save you time and effort by enabling you to make changes to attendee details offline and then seamlessly upload the revised file to our platform.

  • Time-Saving: Updating attendee information individually can be time-consuming, especially for events with a large number of attendees. With the bulk CSV upload feature, you can make updates to multiple attendee records simultaneously, significantly reducing the time and effort required.
  • Error Prevention: Organizers can upload the same file as the previous import. Not needing to download any new templates.
  • Seamless Integration: The feature supports all types of attendee fields, and various types of fields, including Single Choice, Multiple Choice, and Dropdown. When updating choice type fields, the existing options will be mapped automatically, ensuring consistency and accuracy in attendee information.

To update attendee information using the bulk CSV upload feature, follow these steps:

1. On the People List, click Import And Bulk Update 



2. If you are using the same CSV file as the previous import, click Duplicate Config. If you are using a new CSV file, click Create New Import.


3. Upload the CSV file and click Continue To Identify.



4.  Check the Update any existing Contacts checkbox. This will ensure that the edited attendee information will be updated accordingly. Then, go through the remaining steps similar to when importing an attendee. 



Note: Supported fields when bulk updating:

Basic fields Custom fields
  • Name
  • Email (only for In-person events)
  • Job Title
  • Organization 
  • Phone
  • Country
    • Short text
    • Long text
    • Single choices 
    • Multiple choices
    • Consent
    • Dropdown


Notes

  • The file size limit is 500MB
  • We support an import of up to 20000 rows and 100 columns You will need to map the consent field (consent text) question responses manually


  • For selection type fields (single choice / multiple choice/ dropdown):
    • You can freely map the options in your CSV file to the existing options created on EventX.


    • For multiple choices, use ";" to separate your data


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