Importing the file
From the Registration > General > Attendees page, locate the green Import Attendees button and click it.
Read the instructions carefully on the right side of the following page.
Some of the instructions, as summarized, are:
- You should download the provided .xlsx template as a starting point.
- Use a comma-delimited file (set on export from Excel or Sheets)
- You can populate all custom Registration Form fields as part of the import but care must be taken with naming columns (capitals, spacing, etc. must be exact).
- Attendees will be emailed after the automatic registration completes (this cannot be disabled).
- The minimum information needed to use the automatic import is first name, last name, and email address.
Despite this summary, please carefully read the instructions on the right side of the /import/ page.
What if the values in one of my columns are bad or unreadable?
- No issue with information in a column will halt the import.
- Bad values in the key information columns (First Name, Last Name, and Email) will result in an error message after the import completes, with the row numbers. Those records will not be imported.
- Bad values in non-key information columns (columns containing values from a custom Registration Form) will be skipped, and the import will be completed with those values blank.
If I import the same file twice, will I create duplicates?
- Importing the same file will not create duplicate attendee records, you can work on any rows with errors and then run the import process again using the same file.
Select a Ticket and Map Fields
After the file has been selected, you'll need to select the Group and Ticket that will be applied to these Attendees and map columns from the .csv file with the form fields in Tripleseat Tickets.
Using the drop-down list, select a Group and Primary Ticket to apply to all attendees in the import.
Tripleseat Tickets will have identified the columns in your import; you will see them under the "Your Field" column. Using the "Map to..." drop-down, match the column from the import with a field in Attendease or your custom Registration Form.
Check the acknowledgement box, and select Import.
Attendee experience of being automatically registered
Imported attendees will be sent a confirmation email with a link to the event website.
Clicking on the link in the email will bring them to a login screen, where they can either create a password or log in with their existing password.
Once logged in, the Attendee can click My Account at the top right to navigate to "My Profile". Here, Attendees can edit the information added automatically by your import.
- To allow attendees to edit their information, see: Registration > General > Options > Attendee Accounts > "Allow Attendees to update their registration info after they've registered"