How To: Importing Registrations

Task

Collate and prepare Registration Information to Import into your Event Registration. 

Pre-requisites

• Created a Tenant
• Created an Event
• Enabled "Per Event Registration" within Event Setup 
• Completed Registration Setup 
• Completed Delegate Types
• Completed Registration Dates 

Instructions

1. Within the Admin Tools Dashboard, navigate to 'Import" via the black navigational bar on the left-hand side of the platform.
2. From this page, click "Import Registrations" which will now open up the next page where you can now download your CSV file. You can find the CSV file template via the purple "Download Import Template" link as per below image. When you click this link, the CSV template will download to your computer for you to then input your data. 
   
3. When you have completed inputting your data, you will need to ensure your document is saved as a CVS UTF-8 (Comma-delimited) (.csv) file. You may need to "Save As" your document to ensure it's saved as this file type. 
4. Please refer to the below table to note the fields which are required for a Registration Import.
   Tip: utilise the example Registration within the template to know what fields need to have data in them to import successfully. 
   

   CSV Column Letter	Column Name	Mandatory (Yes/No)	URL SLUG	Information/Notes
   A	user_id	No
   B	event_id	Yes	/admin/events
   C	delegate_type_id	Yes	/admin/delegate_types
   D	title	No
   E	first_name	Yes
   F	last_name	Yes
   G	email	Yes		This needs to be a unique email. If the User already has a User Profile, their registration will merge with their User Profile. Is this correct?
   H	phone			This can be left blank
   I	client_id	No		This can be left blank
   J	company	No		If you have these details, it's suggested to input this for the import
   K	job_title	No		If you have these details, it's suggested to input this for the import
   L	state	No		This can be left blank
   M	country	No		This can be left blank
   N	marketing_approval	Yes		This needs to be TRUE OR FALSE
   O	registration_status	Yes		This needs to be Approved
   P	approved	Yes		This needs to be TRUE OR FALSE
   Q	price	Yes		Standard practice for importing that this is 0 (zero)
   R	discount_value	Yes		Standard practice for importing that this is 0 (zero)
   S	tax	Yes		Standard practice for importing that this is 0 (zero)
   T	credit_card_fee	Yes		Standard practice for importing that this is 0 (zero)
   U	total_price	Yes		Standard practice for importing that this is 0 (zero)
   V	paid	Yes		This needs to be TRUE OR FALSE
   W	approved_at	No		This can be left blank
   X	paid_at	No		This can be left blank
   Y	confirmed_delegate_type_price	No		This can be left blank
   Z	confirmed_at	No		This can be left blank
   AA	confirmed	Yes		This needs to be TRUE OR FALSE
   AB	cancelled_at	No		This can be left blank
   AC	refund_amount	No		This can be left blank
   AD	complete	Yes		This needs to be TRUE OR FALSE
   AE	currency	No		This can be left blank
   AF	external_id	No		This can be left blank

5. Once you have completed all of the details within the CSV file, you can now go back to the Platform to import your data. (/admin/registrations/import)
6. Before the commencement of your import, always check to ensure your Trigger Notifications are set to either TRUE or FALSE based on what you require. (/admin/emails) 
   Please refer to Trigger Notifications for further information about how these function.
7. It's always good practice to import only 1 Registration as a test, to ensure this imports correctly before you import the whole document. 
   Within the Registrations Import page, you will need to click "Choose File" and upload your CSV. Once your file has uploaded with the name of the file next to the button, you can now press "Submit" and commence the import process.
   
8. The Import may take a few minutes to complete based on how many Registrations are within the document. You can refer to the Registration Admin page (/admin/registrations) to check in on the progress of the import, refreshing every so often to ensure you are seeing the most up to date Registration list. Please note, importing Registration automatically creates a User Profile for whoever you have imported. 
9. If any of your columns are not completed correctly for a successful import, you will receive an email which outlines the errors. Where there is an error in your document, the import will cease at this row, and not import anything after this error/row. An example of an error is as per below, this CSV did not have an Event ID in the relevant column and therefore did not import. If you do have any errors in your CSV, you will need to rectify these and complete the import/upload process again.  
   
   You can also see your successful or failed imports at the bottom of the imports page. They will show within this section
   
10. Once your import/upload is complete, it's also good practice to cross check to ensure all of the Registrations have imported correctly. 

Outcome

Once complete, all your Registrations inputted into your CSV file will now be imported into the Platform.