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Import Attendees

Overview​

The Import Attendees feature allows Admins and Event Organizers to import attendee information from a file. This is useful for efficiently adding multiple attendees to an event at once.

Permission Notice

To import attendees, the Admin/Organizer needs the EVENT_IMPORT permission. For more details, visit the Permissions Guide.

Import Process Steps​

The import process consists of three main steps:

1. Upload CSV File​

Upload CSV

  • Select Import Attendees from the event sidebar
  • Choose the file encoding type (UTF-8 or ASCII)
  • Upload your CSV file by dragging and dropping or clicking to browse
  • A sample CSV file is available for download to see the correct format
  • Files with up to 10,000 rows are recommended for best performance

2. Map Properties​

Map Properties

  • Match columns from your CSV file to mars agency attendee properties
  • Available properties include:
    • Basic Info: First Name, Last Name, Email
    • Contact: Phone, Work Phone
    • Professional: Company, Title
    • Address: Street, City, Zip, Country

3. Review and Import​

  • Review the parsed attendee data before final import
  • Option to send welcome emails to imported attendees
  • Edit individual attendee information if needed
  • Complete the import process

Features​

  • Example File:

    • The page provides an example file to demonstrate the correct format for importing attendees.

  • Select File to Import:

    • Admins/Organizers can select the file they want to import.

  • Encoding Type:

    • Switch Encoding Type: Admins/Organizers can switch the encoding type between UTF-8 and ASCII.
    • Default Encoding: The default encoding is UTF-8.
    • Re-upload File: If the encoding type is changed, the file needs to be re-uploaded.

  • Send Email to Attendees:

    • Toggle Send Email: Admins/Organizers can toggle whether to send a confirmation email to attendees after import.
    • Default Setting: The default setting is false (no email sent).
    • Enable Send Email: If enabled, event confirmation emails will be sent to the imported attendees.

  • Review Imported Attendees:

    • Review and Edit: After importing, Admins/Organizers can review the imported attendees, change their information, or remove attendees from the list.
    • Status After Import: The status of attendees after import is set to Imported.