Procedure:
Import Registrants allows the client to upload any number of relevant data into the e-RegisterNow database. An event and a registration form will have to be set up for the import to be used correctly. Use the procedure outlined below. Click here for additional screenshots.
Procedure:
- Create an Excel spreadsheet containing the new database entries. Each column needs a unique heading – these will become fieldnames during the import. Use the standard fieldnames, listed at the end, when appropriate. Dates, telephone numbers, etc. need to be in the correct format; also shown below. Finally, save the spreadsheet in the Text (Tab Delimited) format.
- The spreadsheet headings need to be added to a registration form. The standard fieldnames must be selected on the form, the rest will be added as custom questions:
a. Create a new registration form. For each standard fieldname, enable the corresponding standard question.
b. Add a custom question for each non-standard fieldname, using an appropriate question type. For example here is a custom, “date added” field: - Create an event using the registration form created above. Other event options don’t need to be changed. This allows the data to be imported as registrants.
- The M is now ready for the import. Use File Upload, to bring the text file spreadsheet into the M. Next, select from the menu bar, Tools | Import | Import Registrants. Type the text file name into the textbox and make sure the event from part 3 is selected. Finally, click on Import Data
The data should now be imported as registrants. If there are any errors make sure the spreadsheet is properly setup and saved as a tab delimited text file. Listed below are the standard fieldnames and formats.
Standard Field Names
| Fieldname | Description |
|---|---|
| RGIVEN | First name |
| RSURNAME | Surname |
| RMIDDLE | Middle name |
| RTITLE | Mr., Ms., Dr., etc. |
| RCITY | City |
| RPROV | Province |
| RCOUNTRY | Country |
| RPOSTAL | Postal Code |
| RCOMPANY | Company Name |
| RJOBTITLE | Company Job Title |
| RCOMMENTS | Comments/Notes |
| RSTATUS | |
| REMAIL | Email address |
| RHAREAPHONE | Home Phone area code |
| RHPHONE | Home Phone number |
| RHPHONEEXT | Home Phone extension |
| RFAREAPHONE | Fax area code |
| RFPHONE | Fax number |
| RCAREAPHONE | Cell phone area code |
| RCPHONE | Cell phone number |
| RBADDRESS1 | Business Address |
| RBADDRESS2 | Business Address2, eg. Suite number |
| RBCITY | Business’ city |
| RBPROV | Business’ province |
| RBCOUNTRY | Business’ country |
| RBPOSTAL | Business’ postal code |
| RDATECREATED | Date added to database |
Standard Formats
| Telephone Number | 123-456-7890 x 111 (ext. must be same cell as number) |
| Date | yyyymmdd |
| Phone # clean | 1 column (613-(665-3333)ext2 |
Do not include area code