Adding Sessions - One by One or Via Import

Audience: This article is for users of the Certain platform who manage sessions.

Overview

Certain enables manual session additions.

Certain enables bulk imports for sessions.

The workflow supports Standard Layouts and Conference Layouts.

When using Conference Layout, two imports are required.

The first import creates the session and defines the number of instances.

The second import schedules the instances.

Session Layout customization is supported.
If Custom Fields are created, add them to the Session Layout to use those fields in imports.
If more Standard Session Fields are desired, add them to the Session Layout to use those fields in imports.
Create a CSV file for the import.
Use an XLS or XLSX file for the import.
If the import includes international or special characters, use a CSV file.
The import file must include the required fields: Session Name, Session Code, and Type.

Click Add New at the end of the Session List heading.
To edit an existing session, click the pencil icon under Actions in the Session List panel to open an Add Session or Edit Session pop-up window.

Click the Import button on the main Sessions page (Manage > Speakers and Sessions > Sessions).
In the first step of the wizard, click a link to download a template file to populate.
If updating existing Sessions, download a list of all Sessions to edit, save, and upload.
Include Session Custom Fields as their own columns; Use the Custom Field Code as the column header.
For questions with pre-set options (i.e., answers), use the option Code as the value in the spreadsheet.
To assign more than one pre-set option value to a custom field where the Custom Field Type allows it (such as a Checkbox List or Multiple Select List), separate the values using the pipe character. Example: "Marketing Automation|Social Media|Big Data".
Once a file is ready to import, click Next in the first step.
Drop a file into step 2, or click Choose File and select the file to upload.
In the Session Import step, map the columns in the import file to the Session Field in Certain.
Click Complete Import to start or schedule the import process.
An email is sent advising that the import is complete, with details of any rows that failed to import (for example, because they didn't match the validation rules mentioned above).

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