How to Import CSV to Add Attendees in an In-person Event
Preparing the CSV file
- Go to Attendees and click the CSV icon.
Select the Download CSV option. This downloads a sample CSV file.
- Edit the template as per your requirement. While creating the CSV file, follow the below rules:
- The default CSV columns are: attendee email, first_name, last_name, headline, phone_number, company, title, bio, country, flow_name, and custom fields. The columns which are mandatory are attendee_email, first_name, last_name — all other columns are optional.
Note: Session picker field cannot be imported via CSV. However, you can export the list of attendees with the session picker information. When exported, the opted sessions for attendees appear in comma-separated format. - A header row for each column and its corresponding values must be present.
- You can add new headers to the header row as per your requirements.
- Columns can be in any order but you should not change the header labels.
- The maximum number of participants you can import at a time is 10,000.
- The default CSV columns are: attendee email, first_name, last_name, headline, phone_number, company, title, bio, country, flow_name, and custom fields. The columns which are mandatory are attendee_email, first_name, last_name — all other columns are optional.
The imported .csv file must be less than 4MB. Once your CSV file is prepared, you can now import the file.
Import CSV
- Go to Attendees and click the CSV icon.
- Select the Import CSV option.
- Drag a drop the file or click browse to select the file from your device.
- Choose registration flow for this CSV import.
Click on the Import button.
Choose a confirmation for the prompt message, Would you like to send confirmation mails to these Attendees? Select Send emails to send an email to the attendees.
This opens a popup that lists all the headers in uploaded CSV and its mapping to the corresponding Zuddl attributes.- Select the appropriate option/attribute for each CSV header from the dropdown.
- Suggested field: System suggested attribute for a CSV header
- Add as custom Field: for additional CSV headers that were added to the template
Do not import: To skip importing the particular column from the CSV file.
Click Continue. This initiates the importing process. Once completed, the status of the import is shown and a detailed report including the error log is sent to your email address. An example status email is shown below:
Once the confirmation mail is received, the attendee list starts getting populated and appears on the Attendees tab.
Handling Errors