When a completely new event is created, the Attendee Module will show: New - Import - Export function.
However, please note:
- Importing of Attendee List is possible ONLY on RSVP Events and for non-paying events.
- There is NO option to import Attendee for events, where:
- Ticket has a price
- Merchandise & inventories with price and/or quantity
- Promo code applying a discount
- upon request from Event Organiser (EO), import can be enabled on the Paid event, EO to take responsibility of the limitations. - Importing will override the system check (i.e. ticket capacity check, merchandise capacity check,...)
- Other validations setup on the fields will not be considered during the import.
- When importing, no order is created; hence the status is Blank.
- Imported attendee will always remain a free ticket with no price.
Following below steps to start importing Attendee:
Step 1. In GEVME backend, choose Attendees under Manage.
Click "Import", a box “Import Records” will show up.
Step 2: In "Import Records", click on "Download a sample template CSV file"
Step 3: Open the sample CSV file, fill in the necessary information based on the available columns. This Sample CSV file consists of the available fields of the Attendee Form.
- If you don't have all the information, leave it blank. Do not delete columns, as the system will not be able to detect the file due to missing columns.
- System generated data columns like IDs, created/modified date, etc should be left blank.
Step 4: Import the CSV file into the Attendee Grid. After importing, the new Attendee records will be created.
The Imported attendees list is saved for tracking as static lists.
Step 5: When it is required to update the attendee records, export the attendee(s), make the changes to the CSV data and re-upload that CSV file with settings to matching records based on a unique field and update with new information.
After importing, the existing Attendee records will be updated, instead of creating new attendee records.
When import completes, the status (created/updated/failed) is shown, the failed results can be downloaded for review.
Its good practice to take a backup of existing attendees before doing the import into Attendee Grid.