Registration | Import Participants

In addition to adding participants to the platform one at a time, an import can be done to upload multiple participants at once, via a spreadsheet upload. 

To upload a spreadsheet, follow the steps below:

1. Choose the event from the company dashboard
2. In the left-side navigation, click the down arrow next to Event Overview to expand the menu options
3. Select Participants
4. Click on the New Import button to be taken into the Imports section
5. Click on the New Import button and select a file from your device to upload
6. Update the Import Mode
   • Import Only: To import a new list of participants. If the email already exists, a duplicate record will be created
   • Import and Update: To import and update participant records. If the email already exists, the record will be updated with the new data, not duplicated.
7. Check the boxes next to Import First Row, Send Email, and/or Add Leads Activation Code to apply
   • Import First Row: Select if you want the first row of a spreadsheet to be imported
     • This will default to no as the typical spreadsheet will have headers in row 1
   • Send Email: Trigger an email to send to the imported participants
   • Add Leads Activation Code: If participants are using lead retrieval, you can generate an activation ode to be assigned during the import
     • An activation code email will be sent to these participants upon import completion
8. Assign each column a field name by clicking the drop-down arrow and selecting the correct field
   • For example: the column with first name data in it, you will select First Name from the dropdown
9. Click the Start Import button 

After the import is complete, the system will display a summary indicating:

• The number of successful entries, noted in green
• The number of failed entries, noted in red

This allows you to quickly identify and address any issues with the import. 

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Common reasons an import fails:

• Examples of invalid data are as follows:
  • Invalid characters in email addresses such as +; *
  • Spaces in the spreadsheet
  • Blank emails or incorrectly formatted emails like "registrationtech@.com"