> ## Documentation Index
> Fetch the complete documentation index at: https://docs.umoh.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Add and import participants

> Add one participant at a time or import a CSV or Excel list through the four-step wizard, map the columns, review the counts, and check the result.

Add participants one at a time or import a list. Both work before and after publishing. Participants you add or import are approved automatically and appear in the roster as **Not invited** until you send invitations.

<Note>
  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.
</Note>

<Steps>
  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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**.
  </Step>
</Steps>

## 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](/host/participants/invitations) to the people you added.
* Add [profile fields](/host/settings/profile-fields) before importing so the template includes the columns you need.

## Troubleshooting

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>


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