Importing and exporting spreadsheets
- How do I import data on a spreadsheet?
- How do I find out if my spreadsheet was successfully uploaded?
- How do I export a spreadsheet?
- Troubleshooting importing errors
- Importing tags, sponsors, and speakers to activities
You can import or export a spreadsheet that contains various types of information without having to add individual units one at a time. The platform allows users to upload data in bulk through the use of a standard spreadsheet in .xls format (Excel).
How do I import data on a spreadsheet?
Using our demo file
The Import spreadsheet function allows you to bulk add information such as participants, sponsors, and speakers to the platform.
The Import button is available on pages such as Attendees, Invitees, Activities, Tags, and tickets.
Go to one of these pages, press Edit > Import > then click on Download demo file.
We will try to parse the wrong excel data types before throwing an error. Now, if your date visually looks fine, it will probably work;
Next, the file must be saved on your computer. Once you have entered your data in the excel sheet, upload the file back onto the platform by clicking Edit > Import. Then click the green button and select the excel file.
Press the blue Import button.
How do I find out if my spreadsheet was successfully uploaded?
The excel sheet may take a few minutes to upload, you will receive a message on the platform to confirm the successful upload of the excel sheet.
You should also receive an email confirming that your excel sheet was successfully uploaded.
In case your spreadsheet couldn't be imported, an email will let you know the error.
You can also access the error details by clicking at Analytics > Import Center.
The import logs will be displayed. Click on the blue button in the Actions column of the desired event.
It will be displayed, among other information, the line in which the error occurred followed by its description.
How do I export a spreadsheet?
The InEvent platform contains an Export function, clicking it will generate the data from the feature. Click on Edit > Report to export data.
Click here for further information on how to extract and view reports.
Troubleshooting importing errors
Most common errors when importing activities to the agenda
- The main error when importing the activity spreadsheet is inserting an incorrect date or time. To check if your event dates match with your activities go to: Event > Details > Edit. For more information: Read Event Details.
- Error 0: Missing table headers - Download a new standard spreadsheet
This may happen when customized tabs are inserted in your registration form, or enabled at the company user tool. To solve this issue download the standard spreadsheet again and insert the data.
- Error 400: Attribute is a required parameter
This happens if any information that is required is missing. The mandatory fields are Name or Username. To correct this issue insert the missing information.
- Error 406: Registration Date of the event hasn't begun or has ended.
When importing a spreadsheet it is necessary to select a begin of enrollment date. To modify changes: Event > Details > Edit. For more information: Read Event Details.
Most common errors when importing attendees
When importing spreadsheets to the platform, a few errors may occur. Here we list the main errors that may take place in the attendee section:
- Changes in the spreadsheet structure
Deleting or inserting new columns or editing any of the spreadsheet’s headings makes it not recognizable by the platform.
How to fix it? Download the Demo file e do not change its structure.
- Spacing at the e-mail column, formulas or special characters on the cells
When filling the e-mail column, check if any spacing or special characters like semicolons were not copied to the cell. This can also happen in other cells, when formulas are inserted (like VLOOKUP). The platform will not recognize the info and will import the file.
How to fix it? Clean the spreadsheet (paste the values) before uploading it to the platform. Eliminate all spacing and special characters from the e-mail field. Also, eliminate special characters from the name field.
- Badges and Accreditation functionalities enabled
At Express, Advanced, and Full plans, customers have a Badge and Accreditation feature enabled at their company and event levels. Both of them require the filling of the "Role" and "Company" fields in the attendee’s spreadsheet. Therefore, you should disable these features at your event tools previously to the importing of the spreadsheets if you do not wish to send this info to the platform. You can also properly fill in these data when building your attendee's spreadsheet to prevent this importing error from occurring.
- Confirmation e-mail disabled and no password filled at the spreadsheet
When you choose not to use a confirmation email at your event, it is necessary to set a password on the spreadsheet before importing it to the platform.This is a security measure from our side since it would not be possible for the attendees to access their individual accounts without a confirmation email or password.
Importing tags, sponsors, and speakers to activities
When adding tags, speakers, and sponsors to activities' spreadsheets, you can separate it by using commas.
Also when adding tags, speakers, and sponsors to activities' spreadsheets, if the provided tag, speaker, or sponsor hasn't been previously added to the platform, the system will create it automatically.