Import People into a Group
Importing people is the fastest way to populate a group in Eventene. You can upload a spreadsheet or paste data directly to add or update participants in bulk.
Before You Import
Make sure your group is ready:
- Create the group first
- Add any custom fields you plan to use
Creating your fields in advance ensures your data maps correctly during import.
Import from a Spreadsheet
- Open your group
- Go to the People tab
- Click Import People
- Upload a CSV file or paste data from a spreadsheet
Your spreadsheet should include columns such as:
- First Name
- Last Name
- Any custom fields you want to include
Map Your Fields
After uploading your data, you will match each column in your file to a field in Eventene.
- Map standard fields like First Name, Last Name, and Email
- Map any custom fields you created
If a column does not match an existing field, you can create a new one.
Add New or Update Existing People
Eventene allows you to both add new people and update existing records in the same import.
- New rows will create new people
- Matching records will be updated
Matching is typically based on Email or a unique identifier.
Using a Unique ID
You can include a unique identifier column (such as EVENTENE_ID) to ensure precise updates.
This is especially useful when syncing data from another system.
Common Use Cases
- Import a guest list from a spreadsheet
- Sync participants from a CRM
- Update roles, locations, or other custom fields
Tips for Successful Imports
- Keep your column names clear and consistent
- Create custom fields before importing
- Double-check email addresses for accuracy
- Test with a small sample before importing a large list