To help the organiser easier to manage your attendee list with the last minutes changes, you can import of the attendee information to the EventX platform and proceed with further actions.
- Streamlined Attendee Data Management: With the enhanced bulk import feature, you can now import attendees with all the relevant information captured in your registration form. This eliminates the need for manual data updates and ensures that all attendee details are accurately recorded in your event management system.
- Time-Saving and Efficiency: This feature is particularly beneficial for events with a large number of attendees, as it eliminates the need for manual data entry for each individual.
- Customization and Personalization: The ability to import attendees with all fields from the registration form allows you to capture specific details about your attendees. This enables you to tailor your event experience and communications based on their preferences, interests, or any other relevant information you collect during the registration process.
- Improved Data Accuracy: By importing attendees with all fields, you can ensure that the data in your event management system remains consistent and accurate. This reduces the risk of errors that may occur during manual data entry and ensures that you have a comprehensive and reliable attendee database.
Download the Attendee list upload template. From the left-hand navigation, click the Attendee page, then start with Invite Attendee, and select Import Attendees with CSV file, you will find the first step to Download the CSV Template.
2. Edit the attendee list in CSV file. With this template, you can manage and finalise the attendee information by following the Template header and file format (UTF-8).
Note: Do not revise the file Header (Row 1), but you can always remove the irrelevant columns if you do not have information to be updated.
3. Upload the CSV file. After you have uploaded the attendee list, the platform will help validate the Header Row to see if those header titles match the Field Names created in the platform.
4. Assign the Ticket Type. Each batch of attendee list upload will need to be associated with Ticket Type, but you can select "No Ticket Required" is you don't have any.
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Upload success: If all the headers and options (single choice / multiple choice/ dropdown) are matching the fields.
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Upload fail: If the headers and options (single choice / multiple choice/ dropdown) cannot be detected and mapped with the fields in the platform.
Note: Supported fields in importing:
Basic fields |
Custom fields |
- Name
- Email
- Job
- Company
- Phone
- Country
|
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- Short text
- Long text
- Single choices
- Multiple choices
- Consent
- Dropdown
|
Note:
- No limitation on the field number
- Import 1,000 attendees at a time and the
- File size should be within 20MB
- Text type field (short text / long text): no characters limitation
- Consent field (consent text): only the content with "yes" will map to yes, otherwise map to "fail"
- eg. if input "YES" / "yes" / "Yes" will map to "yes"
- eg. if input "no" / "n" / "yess" or any other characters that do not strictly match "yes" will map to "no"
- Selection type field (single choice / multiple choice/ dropdown):
- the content should map to the existing options
- for multiple choices, use ";" as a delimiter
- options uploaded are mapped by options ID, which supports i18n if the translations of the options are set up on the platform.
- EventX 2.0 also supports scanning 3rd party QR codes, you can import 3rd party attendee QR code string (eg. Eventbrite attendee QR code, or internal attendee QR code, etc.) to EventX platform, then our Check-in App 2.0 can scan and identify that attendee. Detail in https://help.eventx.io/portal/en/kb/articles/custom-qr-code-for-check-in