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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

  1. Open your group
  2. Go to the People tab
  3. Click Import People
  4. Upload a CSV file or paste data from a spreadsheet

Your spreadsheet should include columns such as:

  • First Name
  • Last Name
  • Email
  • 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

What to Do Next