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Upload Process

1

Choose Contact Type

Select whether to upload:
  • Attendees
  • Promoters
2

Download Template

Get our CSV template with required fields:
  • Name
  • Email

Download CSV Template

Download Template
3

Prepare Your CSV

Follow these guidelines:
  • Use supported headings (Name & Email)
  • Fill out all required fields
  • Save file as CSV format
Double check red boxes in the Import Preview to ensure all required fields are filled out.
4

Upload File

  1. Click “Upload CSV” button
  2. Select your prepared file
  3. Review import preview
  4. Select contacts using checkboxes
  5. Click “Import Selected” button

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CSV Requirements

Your CSV must include:
  • Name: Full name or first name
  • Email: Valid email address
For best results:
  • Use our template
  • Check for formatting errors
  • Verify email addresses
  • Remove duplicates
Avoid these problems:
  • Missing required fields
  • Incorrect column headers
  • Invalid email formats
  • Special characters

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Import Preview

Before finalizing the import:
  • Review contact information
  • Check for any errors (highlighted in red)
  • Select contacts to import
  • Verify total count
Make sure to select all desired contacts using the checkboxes before uploading.
Uploading duplicate contacts will update existing records rather than create duplicates.