Conference Tracker - How do I import data?

Introduction

 The Import Data section in Conference Tracker allows you to import CSV files in order to expedite your conference setup. You can import your Attendees, Exhibitors, Administrators, Sessions, Groups, and much more! This article will show you how the importing process works and will provide you with examples of how to achieve this.

Step-By-Step

1-Go to Advanced Options > Import Data:

2-Learn how to run the imports

The first section in this screen relates to information on how to execute this process, please skip this if you already have experience doing this, otherwise click on the highlighted field to access a page with detailed information on how the CSV files need to be formatted for each specific item to be imported.

      - Use the learning screen to check the formatting for each file.

In this screen you can see the headings that are needed in your CSV files containing the information:

          - Download/check sample files as a learning tool

Scroll down to see/download sample files that you can open for example in notepad/MS Excel and check, this is very useful and you can often use the same sample files to erase all data and used them as your source files.

Once you download the sample files you can see actual (dummy) data, like for example here:

     - Check your time zone

It allows you to check that your time zone is set correctly, click on the highlighted link

Make sure your time zone is correct, if you do not see your timezone in the list, disable the option Show U.S. timezones only, this way all timezones will be displayed. 

3- Upload your  files

Select from the list what type of import you need:

For example, let's say we want to import the Attendee information, then we select Attendees in the list and click "Upload a File" to search the local CSV file:

Then wait a few moments to check the outcome from the import process, ideally, you would see a message similar to this one in the black rectangle, as you can see everything looks ok, the system informs that everything was successful:

4-Check your import process results

It is worthy to check randomly a few items that were supposedly imported by the system(we have the CSV files to compare), for example, if we are importing Attendees then we go to the Attendee menu and check a few of them to see if all data is correct and complete.

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