Import Registrants

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:

1. 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.
2. 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:
3. 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.
4. 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

Standard Formats

Do not include area code