Both actions need at least one participant type. Import takes a CSV or Excel
file of up to 4 MB and reads only the first sheet. After the event ends,
adding and importing are closed.
1
Add one participant
In Participants, select Add participant. Choose the Participant type, enter the Name and Email, and select Add. Each email address can appear only once per event.In a published event, the Send invitations? dialog opens right away so you can invite the person now. Select Cancel to invite later.
2
Upload the file
Select Import. In Import participants, select Download template to get a CSV with the columns the event expects, including its profile fields. Drop your file on the upload area or select Select file, then select Next.
3
Map columns
Each File column gets a Maps to field, suggested from the column header. Name and Email are required. Set columns you don’t need to Don’t import.If no column maps to Participant type, choose a Default participant type for every row. Next stays disabled while a required field is unmapped or two columns point to the same field.
4
Review the counts
The summary shows Rows, New, Updates, Warnings, and Errors, and Rows with issues lists each problem by row. Rows with errors are skipped. Rows with warnings are imported, and the participant may show Needs correction in the roster.Under Existing participants, choose Skip to leave people who are already in the roster untouched, or Update to overwrite their participant type and answers with the file. Existing participants are matched by email address. Select Start import.
5
Let the import finish
The progress bar counts the rows processed. You can close the dialog: the import keeps running, and the roster refreshes on its own.The result reads Import complete, Completed with some failures, or Import failed, with the number of rows added, updated, and skipped. Select Download failed rows to get the rows that failed, then select Done.
Check the result
New participants show Not invited in the roster. The clock icon next to Import opens Import history, where each import keeps its status (In progress, Completed, Partial, or Failed) and the failed rows download.Next steps
- Send invitations to the people you added.
- Add profile fields before importing so the template includes the columns you need.
Troubleshooting
Only CSV or Excel (.xlsx) files are supported
Only CSV or Excel (.xlsx) files are supported
Save the file as .csv or .xlsx. Files over 4 MB are also rejected, so split
a long list and import it in parts. In an Excel file, only the first sheet
is read; move your data there.
Required fields not mapped
Required fields not mapped
A column for Name or Email is missing or set to Don’t import.
Headers the wizard doesn’t recognize default to Don’t import, so check
each row of the mapping table. Starting from the template avoids this.
Updated participants aren't approved
Updated participants aren't approved
Update changes profile data only. Participants who were Pending
approval or Rejected stay that way and are left out of invitations.
Approve them in the roster if they should attend.
Import failed
Import failed
The file couldn’t be processed as a whole. Try again, and if it keeps
failing, contact support at the address shown in the result.