Guests

Importing guests.

Bring a spreadsheet in per ticket tier, preview it, then commit.

If your guests are already in a spreadsheet, import them rather than typing them in. Nothing is created until you have seen a preview of exactly what will happen.

The guest import preview
Every row is checked before anything is created. Problems are shown per row.

Step 1. Download a sample

From the guest list, open Tools and choose Upload CSV. The dialog offers a sample file for each of your ticket tiers.

Download the one for the tier you are importing into. Each sample has the exact headers the importer expects, the tier's id already filled in, and one example row, so you can see the shape of a valid value before building the whole file.

Samples are per tier because each tier can carry its own fieldset, and therefore expect different columns.

Step 2. Build the file

Every guest import file starts with these eight columns:

Column What goes in it
ticket_id The tier's id, pre-filled in the sample
ticket_type The tier's name, for your own readability
billing_first_name First name of the person who paid or is responsible
billing_last_name Last name of the billing contact
billing_email Email of the billing contact
attendee_first_name First name of the person attending
attendee_last_name Last name of the person attending
attendee_email Email of the person attending

After those come one column per question in the tier's fieldset, keyed by the field key rather than the label.

Each row names its own tier, in the ticket_id column. One file can therefore carry several tiers at once, as long as every row's custom columns make sense for the tier it names. If your tiers ask different questions, one file per tier is simpler to get right.

If the attendee is the person who paid, put the same details in both sets of columns. For a company booking ten seats, the billing columns hold the same contact on all ten rows and the attendee columns hold ten different people.

Step 3. Upload and read the preview

Choose the file and select Preview Import. You land on a preview, and nothing has been created yet.

The preview lists every row as it was understood, with problems flagged: a missing email, an unreadable date, a select answer that is not one of the options. Rows that are fine are shown as fine.

Fix the file and upload again as many times as you need. A preview costs nothing.

Step 4. Dispatch

When the preview looks right, dispatch the import. The guests are created on the chosen tier, each with their own QR code.

After the import

Imported guests behave exactly like guests who registered themselves. They appear in the same list, hold the same tier, scan in the same way, and appear in the same exports. The Registration column shows they were added manually rather than through the event site.

Common problems

"Not enough remaining stock." The tier's stock limit is lower than the number of rows. Raise the limit or split the import.

Answers rejected on a select question. The value must match one of the option values in the fieldset, not the label shown on the form.

No sample files offered. The event has no ticket tiers yet. Create one first.

A row's ticket_id was not recognised. The id must belong to a tier on this event. Take it from that tier's sample file rather than typing it.

Import unavailable. The event is completed or cancelled, which locks guest management.