Bulk Uploading Content

Separate spreadsheets

Save your resources (agenda, exhibitors, speakers, etc.) as separate spreadsheets.

For simplicity, the article includes multiple resources on the example spreadsheet.

When spreadsheets are uploaded, the system will done one resource at a time.

Spreadsheet data begins top left

Make sure the spreadsheet has data beginning in the first column and the first row.

There should be no cells above or to the left of the spreadsheet data.

Match spreadsheet headings exactly

Use Touchpoint's terminology for all spreadsheet uploads.

Refer to the example spreadsheet (attached at the bottom of this article).

Copy and paste headings to ensure use of the exact same heading labels.

For example, use the heading of "Name" and not "Session Name" for the column containing session titles.

Delete not hide

For columns containing data not being used, delete the column.

Do not hide the column.

Hiding the column may cause unintended data to be imported or uploads to fail.

Hidden columns can create headaches when importing.

Pare the spreadsheet down to include only information needed.

Remove any extra cells

After entering all data into the spreadsheet, do a final review.

Scroll to the right to make sure there is no unnecessary data past what should be the last column.

Scroll to the bottom as well and make sure there is no unintended information entered in a row below the scope of the spreadsheet.

Importing Content

You can initiate an import from one of 2 places on the Event Dashboard.

Start from the Feature

Start from the Feature where you would like to bulk upload content.

Select the feature where you would like to import content.

Click Import > Excel in the upper right corner.

Start from the Import Content button

Start from the Import Content button under Related Resources on the left side menu.

Select the type of content you are importing from the Resource type dropdown menu.

Attendee

Use Attendee for bulk uploading Attendees / Attendee profile information.

> Note: If your event is integrated with Certain Platform or another 3rd party registration system, your attendees and attendee details should be managed there and synced over to Touchpoint.

Event

Use Event for bulk uploading Agenda Sessions / Session information.

> Note: If your event is integrated with Certain Platform or another 3rd party registration system, your sessions and session details should be managed there and synced over to Touchpoint.

Exhibitor

Use Exhibitor for bulk uploading Exhibitors / Showcase Items / Exhibitor/Showcase details.

> Notes: > - Exhibitor records are not synced over to Touchpoint from Certain Platform. > If you have Exhibitors for your event, you will need to upload the Exhibitor information directly into Touchpoint. > - If your event is integrated with a 3rd party registration system where your Exhibitors are managed, your Exhibitors and Exhibitor details should be managed there and synced over to Touchpoint.

Info

Use Info for bulk uploading Info Items to be listed under the Info feature.

Link

Use Link for bulk uploading Links to be listed under the Links feature.

Meeting

Use Meeting for bulk uploading 1x1 Meeting details.

> Note: If your event is integrated with a 3rd party meeting management system, your meetings should be managed there and synced over to Touchpoint.

Message

Use Message for bulk uploading broadcast and/or individual messages.

Announcements (NewsStory)

Use Announcements (NewsStory) for bulk uploading announcements to be listed under the Announcements feature.

Post

Use Post for bulk uploading posts to be posted on the Discussion Board feature.

> Note: Bulk uploaded posts will list the Event Name as the author of the post in the app.

ScheduledEvent

Use ScheduledEvent for any of the following actions:

• Bulk assign existing agenda sessions to attendees' My Schedule using the Personal Itineraries template in the workbook attached at the bottom of this article.
• Change existing personal itinerary assignments using the CHANGE Personal Itineraries template in the workbook attached at the bottom of this article.
• Bulk upload private, off-agenda events (i.e., spa appointments, golf tee times, etc.) to an attendee's My Schedule using the Private Events template in the workbook attached at the bottom of this article.

Speaker

Use Speaker for bulk uploading Speakers / Speaker profile information.

> Note: If your event is integrated with Certain Platform or another 3rd party registration system, your speakers and speaker details should be managed there and synced over to Touchpoint.

Survey

Use Survey for bulk uploading Surveys / Survey questions.

> Note: If you have not already indicated session survey attachments on your Agenda bulk upload spreadsheet, you must attach the survey(s) to the appropriate agenda session(s) under the Surveys feature in the Touchpoint CMS.

Task

Use Task for bulk uploading tasks to be listed under the To-Do List feature.

Video

Use Video for bulk uploading videos to be listed under the Videos feature.

If necessary, confirm the destination for the imported content selected on the Feature dropdown menu.

For example, if you have multiple Showcase buttons, and you are using the Exhibitor bulk upload, indicate which Showcase button your content should go to.

After initiating the import:

1. Click Choose File, select the Excel file from your computer, then click Save. 2. Verify your field mappings, then click Confirm. 3. On the next screen, double-check your field mappings one more time, then click Import.

This will start the import process.

If there are any errors found while uploading the spreadsheet, you will see the errors on the screen.

Once the import is complete, you will see a message that says "# records have been successfully imported."