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How to Bulk Import/Export Data

Published on
December 18, 2024

A convenient bulk import/export functionality that allows you to efficiently manage and transfer data in various sections of the platform. This feature simplifies the process of adding or exporting large amounts of information, saving you time and effort. Here's how you can utilize the bulk import/export feature in different sections of Eventify:

Bulk Import/Export in Every Section:

  1. Schedules (Sessions):

In this section, you can easily import a large number of sessions by utilizing the bulk import feature from the Quick Actions section. Click on “Import Schedules from Excel” and  a window will open. 

Prepare your session data in a compatible file format, such as CSV or XLSX, and use the provided interface to map the data fields and initiate the import process.

Similarly, you can export existing session data to a file format from Download for external use or further analysis.

  1. Exhibitors: 

While managing exhibitor information, you have the option to bulk import or export exhibitor data. Prepare the exhibitor details in the provided interface to map the data fields and initiate the import process and use the Import feature to efficiently add multiple exhibitors. Conversely, the Export function lets you download exhibitor data in a file format for external use or record-keeping purposes.

3. Attendees/Users:

Effortlessly manage attendee data by using the bulk import/export feature in the Manage Attendees section. Prepare the attendee information in a compatible file format and utilize the Import option to add or update attendee details in bulk. Likewise, the Export functionality allows you to export attendee data in Excel for analysis.

4. Speakers:

The bulk import/export capabilities are also in the Spoke Person/speaker section for managing speaker information. You can import a large number of speakers by preparing the data in a suitable file format and utilizing the Import feature. Similarly, the Export function lets you download speaker data in a file format for external use or record-keeping purposes.

5. Sponsors:

In the Sponsors section, you can efficiently manage sponsor information using bulk import/export. Prepare the sponsor details in a compatible file format and use the Import option to add or update multiple sponsors simultaneously. The Export functionality allows you to export sponsor data for external use or reporting purposes.

🔔Sessions, Exhibitors, Speakers and Sponsors are from the Content feature in the Menu. And the Attendees feature from the Manage Attendees section of the menu.

Utilizing the bulk import/export feature in each section of Eventify, you can streamline data management processes, reduce manual effort, and ensure accurate and efficient data transfer between the platform and external sources.