Importing Your Attendee List into Agorify

Managing your attendee list efficiently is crucial for the success of your event. This guide will walk you through the steps to import your attendee list into Agorify using a CSV template. This method ensures accuracy and saves time, allowing you to focus more on creating an impactful event experience.

Step 1: Download the CSV Template

1. Click on Attendees in the left menu of your admin panel.
2. At the top right corner of the attendee list, click on the Up/Down icon.
3. In the dialog box, elect on Import and then Download CSV template to obtain the template file.

Step 2: Edit the CSV Template

1. Open the downloaded CSV template in your preferred spreadsheet editor, such as Google Sheets or Excel.
2. Remove the dummy data in the template.
3. Enter your attendees' information. Be sure to include crucial fields like Email, First Name, Last Name, and Attendee Type.

Using Alternative CSV Files

You do not need to use our specific CSV template to import your attendee list. Any CSV file can be used, provided that you ensure the correct mapping of fields during the import process and include all required fields (Email, First Name, Last Name, and Attendee Type).

Step 3: Upload Your Attendee List

1. After filling out the CSV file, save it as a CSV file on your computer.
2. Return to the Admin Panel and click the Up/Down icon button again.
3. Choose Import, then either drag and drop your file or click to upload it manually.

Step 4: Confirm Field Mapping and Import

1. Once your file is uploaded, a new dialog will appear where you must confirm the mapping of the fields to ensure all data matches correctly.
2. Make sure that required fields such as Email, First Name, Last Name, and Attendee Type are correctly mapped.
3. It is essential to include a field named Attendee Type in your CSV file. Each entry in this field must be categorized as one of the following: attendee, speaker, sponsor, exhibitor, or organizer. This categorization is crucial for the system to process the upload correctly. Without a properly assigned Attendee Type for each individual, the file cannot be successfully imported.
4. Click Import to start the import process.

Step 5: Completion of Import

1. Wait for the import process to complete. You will be notified once all records have been successfully imported.
2. Congratulations! Your attendee list is now successfully added to Agorify.