To mass upload exhibitor administrators or representatives, they must be imported into the system using a CSV file. CSV files are a file type used by spreadsheet software such as Microsoft Excel or Google Sheets. Microsoft Excel is recommended, and will be used in this example.
1. Create a new spreadsheet
2. Create these headings: FirstName, MiddleInitial, LastName, Email, and Company
Optionally, these headers can also be created if this information is needed within the attendee profile: City, State, Address, ZipCode,
PhoneNumber, Title, CompanyDescription, CompanyEmail,
CompanyPhoneNumber, CompanyStreetAddress, CompanyCity, CompanyState,
CompanyZipCode, CompanyContactFirstName, CompanyContactMiddleName,
CompanyContactLastName, CompanyBooth, CompanyWebsite, CustomField1,
CustomField2, CustomField3, CustomField4, CustomField5
Make sure the headers are typed exactly as they are shown, as this can cause problems during the import process.
3. Complete the spreadsheet according to the headers created using the exhibitor information
4. Click File
5. Click Save As
6. Use the drop down menu next to Save As Type and select CSV (Comma Delimited)
7. Name the file and click Save
8. From the Conference Tracker Home page, click Advanced Options > Import Data
9. Using the drop down menu next to What do you want to import select either Exhibitor Administrator or Exhibitor Representative
10. Click Upload a File
11. From the File Explorer, find the attendee CSV file that was created
12. Select the file and click Ok
13. The job will begin running. Wait until the Upload Successful message appears before leaving the page
Related Articles
Conference Tracker: How do I manage & create new Exhibitor Administrators?
Introduction Administrators in Conference Tracker can view, create, and manage all Exhibitor Administrators. Exhibitor Administrators are the main people in charge of any vendor/company visiting the conference. They can view any captured leads ...
Conference Tracker: How do I manage & create new Exhibitor Representatives?
Introduction Administrators in Conference Tracker can view, create, and manage all Exhibitor Representatives. Exhibitor Representatives are any staff that represent a company/vendor visiting the conference. This article will explain how to edit and ...
Conference Tracker - How do I mass upload Administrators?
To mass upload administrators, they must be imported into the system using a CSV file. CSV files are a file type used by spreadsheet software such as Microsoft Excel or Google Sheets. Microsoft Excel is recommended, and will be used in this example. ...
Conference Tracker- How do I create new exhibitors?
Introduction In Conference Tracker, you can create and manage the exhibitors attending your conference. This allows attendees, exhibitor administrators, and exhibitor representatives to be linked to the exhibitor they represent. For exhibitors, this ...
Conference Tracker - How do I export information?
INTRO Here at "Conference Tracker", our policy is quite simple: Your data is yours. You can be sure of that. We allow users to download all the information saved in their accounts, including the attendance logs recorded, the attendee's info, and ...