The platform's import functionality allows you to import a list of participants from your Excel spreadsheet. You will then be able to invite participants by sending them an email campaign.
The import is done from your Back-Office > General event settings > Import of contacts > choose the Excel file you would like to import.
To import your file, make sure that:
- The column names are in line 1.
- No line or column is empty or hidden.
- Excel filters on columns are disabled.
- Your file is in .XLS or .XLSX format (Excel extension).
- Your data to be imported are on the first sheet only.
- No empty cell is on the column "Name"
If you are importing into an event that already contains contacts, here is how the import works:
- The platform adds the contacts which mail is not already in the database.
- Update the contacts already in the database. Be careful, it is the email that is used to identify a contact, the updates of the imported file will overwrite the old data.
Warning : If you check the box "Replace the current list", the pre-existing list in the platform is definitively deleted in favor of the one you import.
After importing the file, you have 3 possibilities for each field:
- Match the fields in your excel with those present by default in Digitevent (Last name, First name, Email address, Phone, Organization, Job, Photo).
- Import other fields by clicking on "Create a field" and choose the type (text, checkbox, email, image...).
- If you don't need to import a field in Digitevent, just select "Do not import" in the correspondence table.
- Beware of duplicates: It is impossible to import different contacts with the same email. The purpose of this is to avoid any risk of spam (even unintentional) if you use the functionality of campaigns via Digitevent.
- Invitation status: you can chose the invitation statuses of your participants. By default, the invitation status is "To treat".
- Before importing a new list, we advise you to export your Digitevent contact data. To do so, go in the General event settings tab > Export > New export.
- Checkbox field: If you would like to import checked boxes please put in your file one of these values: "yes" / "true". If you wish to import an unchecked box, simply leave the cell empty in your Excel file.
Additional feature :
If you are using the registration website, you can also use the import to limit registration access to your imported contact list.