Importing and exporting spreadsheets
- How do I import data on a spreadsheet?
- How do I export a spreadsheet?
- Troubleshooting importing errors
You can import or export a spreadsheet that contains various types of information without having to add individual units one at a time (such as invitations to guests, approved attendees to an event, etc.) The platform allows users to upload data in bulk through the use of a standard spreadsheet in .xls format (Excel). In this topic, we'll explain how to download the default file and import/export the data in general.
How do I import data on a spreadsheet?
Using our demo file
The Import Spreadsheet function allows you to add a lot of information such as participants, sponsors, and speakers to the platform all at once. To show you an example, we will use it on the invitation page.
You first need to download the default file by clicking Edit > Import > then click on the word that says 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 export a spreadsheet?
The InEvent platform contains an Export function (on pages like the Event Feedback page). Clicking it will generate the data from the feature. However, on other functions, you need to click on Edit > Report to export data.
By clicking the button, a message will appear at the top of the screen telling you that you will receive the file with the data in your email once the process is completed.
Alternatively, go to the platform's download center by clicking the Download button that appeared in the example above or go to Analytics > Report Center.
You will then see all the worksheets in order of their date created (most recent to oldest) of worksheets with exportable data that were requested in the platform.
To download the spreadsheet, you should look for the name of the event that you would like to export. If the side has a green strip, the data export has been completed and the download can be done by clicking the blue button in the actions column.
Can I import an attendee list from another event or platform?
You first need to download the default file by clicking People > Attendees > Edit > Import > then click on Download demo file.
You must copy and paste the relevant data from any other platform into the demo file.
You cannot add additional columns, nor change any of the table headers, or the spreadsheet will not import.
Once you have copied your data into the demo file, you can then click on the green folder icon to select the file from your computer and then click Import.
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 at 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.
I can’t find a reason for my spreadsheet importing error. What can I do?
You can access the error details by clicking at Analytics > Import Center.
The import logs will be displayed. Click on the blue button at 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.
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.