Here you will get the option to download the templates for each type of Registration Form that you create. By default the "Default" checkout form will be selected. You can select other forms from the dropdown.
Download the Sample Template in either CSV or XLS format as suited.
ℹ️ This is an important step as the platform can process import data only of the specified format.
Prepare the data on the downloaded template and then upload the completed template when you're ready by selecting/dropping the user file in the designated upload area.
🔔 While adding data take care of the following notes:
The column headers must not be changed or deleted, even if you do not have data/information under it.
Three mandatory fields “First Name”, “Last Name” and “Email”
Phone number format ex: +xx xxx xxx xxxx, +xxxxxxxxxxxx, xxxxxxxxxx
Email format ex: xyz@xyz.xyz
For any “Date” column, change the cell format into date format and use YYYY-MM-DD
You can assign more than one category to the user (eg: sponsor, attendee). The first category name will be considered as the primary category
Duplicate data will be deleted
Errors in any information will be ignored (not created).
Any attendee who gets registered via ticketing will not be overwritten even if you choose the overwrite option.
If you choose the overwrite option and any attendee registered with a ticket will be skipped.
Please sort out the duplicate user entries before importing users to the platform.
Three mandatory fields “first name”, “last name” and “email address”
You can add the user status (confirmed, waitlist, inactive). Default status will be 'confirmed'
Any extra field compared to the sample file will be ignored.
In case your file has any data that does not comply with the required format you will receive an error, The CSV / XLS file format is non-compatible or the data is not well formatted. Please refer to the template. You can make the necessary corrections and reupload the template.
You can click on the Retry button to go back to the import users form.
Or clicking on the Close button you can close the form and try again later.
