Use cases: Postponed events; events that have been transferred from another platform; offline registrations.

  • Open your event

  • Click Manage Registrations

  • Click Import Registrations

  • Select which event you would like the registrations to be imported into.

  • Select the entry fee you would like the imports to be registered through.

    Tip: We would strongly recommend creating a separate entry fee for imported registrations only. You could always change the Visibility to Hidden so that it does not display on your main event page. This will be needed later when it comes to sending email receipts to these imported participants.

  • Open up the Download Template. This will show you the correct format for importing the reports.

  • At a minimum you need to provide the participants First name & Last name.

  • Once your file is ready, click Choose file to select the document you wish to import.

    Note: If your import is linked to fundraising, the fundraising total will default to £100.

  • Click Import.

  • Check the headers of your upload to make sure they correspond with the the import template.

  • Click import to process the registrations into the system.

  • You can repeat the process for each group of participants if they belong to a different event or entry fee.

How can I manage imported registrations in the admin area?

  • Imported registrations will display with online registrations under Manage > Edit Registrations. The details on the registration form can be updated.

  • If the event is linked to fundraising, a fundraising page will be generated for each registrant.

How will imported registrations display on the reports?

  • Column E Method will display as IMPORT, not ONLINE.

  • If the online registrants answered additional questions on the registration form when signing up, these fields will appear blank for the imported registrants.

Will imported registrations receive emails?

  • Imported registrations will not receive an email receipt. They will receive any other emails that have been enabled on the account.

  • This is why it is advised to add imported registrations as a separate entry fee so that a custom receipt email can be sent to these individuals.

Creating a custom receipt email for imported registrations

  • Click Registration Report

  • Click Create a new report

  • Name your report e.g. Imported registrations receipt

  • Click Save

  • Click Add Filter

  • Select Entry Fee

  • Select Is

  • Select the name of your imported entry fee

  • Click Add

  • Once added, click the Event Setup

  • Select Emails

  • Click Create New Email

  • Add a subject heading to the email e.g. 'Your Receipt'

  • Using the drop-down box, select the custom report you created

  • Using the email parameters, add in the order details. E.g. order ID, order name etc.

    Tip: You might want to copy and paste the email receipt template.

    Reminder: If the event is linked to fundraising, the imported registrants will receive links to the dashboard and their fundraising page in another email.

  • Once complete, click Save.

  • If all the imported registrants have been added, click Send.

  • A pop-up display will confirm the number of participants the email will be sent to.

  • Click Send.

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