The Attendee Import is used when you need to import contacts that have registered for a particular event, with their registration contact id. This is generally used with matchmaking tools.
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Import Template
The Attendee Import template is a CSV file that can be opened in Microsoft Excel or similar application. The required fields are noted below with an asterisk (*).
Fields (in order from left to right in file)
- *ContactEmail (text, 100 characters) - the email address used to register for the event
- ContactCompany (text, 255 characters) - the contacts company name
- ContactPrefix (text, 50 characters) - Attendee Prefix - Ex Mr., Ms, Mrs., Dr.
- *ContactFName (text, 100 characters) - Attendee First Name - Ex. Charles, Patricia
- ContactMName (text, 50 characters) - Attendee Middle Name
- *ContactLName (text, 100 characters) - Attendee Last Name
- ContactSuffix (text, 50 characters) - Attendee Suffix - Ex. Jr., Sr., MD, CEM, etc.
- ContactNickName (text, 50 characters) - Attendee NickName - Ex. Chuck, Patty
- ContactTitle (text, 400 characters) - Job Title - Ex. Manager, President, Doctor, Author
- ContactAdd1 (text, 255 characters) - Attendee Address line 1 - Ex 123 Main Street
- ContactAdd2 (text, 255 characters) - Attendee Address Line 2 - Ex. Suite 100, Apt 4, Room A113
- ContactCity (text, 50 characters) - Attendee Address City
- ContactState (text, 100 characters) - Attendee Address State or Province. If the Country is United States or Canada this is checked against the known list of states or provinces. For any other country, any text is permitted.
- ContactZip - Attendee Address Zip Code or Postal Code. If the country is United States, Zip Code must consist of 5 or 9 digits. If the country is Canada, Postal Code must consist of alternating letters and numbers. For any other country, 50 character text entry is permitted.
- ContactCountry - Attendee Country - the country must be on the list of known countries.
- ContactPhone - Attendee Phone Number (Land Line) - if the country is US or Canada, it must be formatted as a valid US or Canadian number.
- ContactFax - Attendee Fax Number- if the country is US or Canada, it must be formatted as a valid US or Canadian number.
- ContactURL (text, 100 characters) the complete URL starting with https://
- ContactProfile (text, - Attendee Bio, or profile information
- MemberId (number) - Attendee Member Number
- DateModified - Date of Registration
- ContactPassword (text, 50 characters) - Unique Contact Password (system will assign them a password if left blank)
- *SourceContactID - Registration ID number, or Badge ID
- ContactCellPhone (text, 50 characters) - Attendee Cell Phone Number - if the country is US or Canada, it must be formatted as a valid US or Canadian number.
Navigation
The Attendee Import is found under Contacts>Imports>Import Contacts
There are two Import Forms, Attendee Import is the second, titled "Import Contacts - Registration"
Import Upload Form
The First Upload for an event
The first time you upload a list of registered attendees, you will need to create the manual integration so that the attendees are associated with the correct event. After this, you will select the right event integration from the drop down.
- Click on 'Choose File' and select the file that you created from the attached template.
- Choose Other from the Select Integration drop down
- Type in an Integration name, this defaults to 'Manual'
- Select the Event the attendees are registered for from the Event Name drop down
- Note the Import Name that will be created when you complete this first import. You will be able to select that from the Select Integration drop down for subsequent file uploads.
- Check the Register Contacts for Matchmaking, if these attendees will have access to the matchmaking tools.
- Click Import
Subsequent Uploads
- Click on 'Choose File' and select the file that you created from the attached template.
- Choose the integration for the preferred event from the Select Integration drop down
- Check the Register Contacts for Matchmaking, if these attendees will have access to the matchmaking tools.
- Click Import
Tips/Best Practices
- Upload attendees by type, if type matters for matchmaking.
- Set a frequency to upload, like weekly on Mondays, and communicate that to attendees so that they know when they will be able to get in to the tools - like matchmaking.
- It is recommended that no more than 2500 contacts or registrants are imported at a time to avoid timeout issues. If more must be imported, run the import several times on smaller batches.
For Contact Import - https://a2zevents.zendesk.com/hc/en-us/articles/14736209362189