Importing a Sign-in Spreadsheet for an event

Description

This screen cast shows how to import a sign-in spread sheet for an event.

Workflow:

  • Create the event as an offline event
  • Clean up data and save spreadsheet as a .csv file
  • Import contacts using “fill” duplicates options. Choose the option on the last import page to add all contacts to a new group.
  • Search for the group you just created, select all records, under Actions dropdown > select Register Participants for Event > then add them to the event

Other Tips:

Screen cast:

Category: 
Collecting and Managing Contact Information
Events
PowerBase - General