This article will detail the steps required to import a list of Registrants that need to be marked as having attended an event ticket type or event workshop.
Any contacts that are imported cannot be deleted from the event registration list. Please ensure you only import people that you want to be found in the registration list. Please note - Contacts must be in the database to be imported into the event.
Accessing the Event Import Tool
1. From the Admin Dashboard, click 'Events' in the main menu. Then click 'Manage Events' in the dropdown menu.
2. Locate the Event to which you want to import registrants, using the search bar if necessary, then click the name of the event you wish to import registrants.
3. Click on the 'Attendance' tab, then click on 'Attendance Import.'
How to Import Attendees
1. In the Improt template section, click the text ‘Get started by downloading the Import Template‘ to initiate a download of the Excel Template.
2. Complete the import template by adding the email address and/or member number of the contacts that you want to import to a ticket or workshop as attended and save it as an Excel File.
You will need to repeat this process for each ticket and workshop.
For example, if your event had many different Ticket Types and two Workshops, you might need multiple separate Excel Files: one for each registrant who received only the first ticket, one for each registrant who received only the second ticket, and one for each registrant who received both tickets.
3. Back in Member365, click the ‘Choose File’ button in the Upload File section. Select the file and click open.
4. Next, in the Select Tickets and Workshops section, check for the correct ticket type and workshop for the importing registrants.
5. When you are happy with the selected tickets and workshops, check 'Import Registration.'
Repeat these steps for each of your Excel Files, changing the Ticket Type and Workshops checkboxes as necessary for each import.
Congratulations, you now know how to import event registrants as attendees!
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