Bulk Uploading Content

While you may enter any and all information through the online dashboard, you may also wish to bulk upload content into the Touchpoint system. A single Microsoft Excel spreadsheet example contains all formats and is downloadable at the bottom of this article.

Things to Note

Separate spreadsheets

Save resources (agenda, exhibitors, speakers, etc.) as separate spreadsheets. For simplicity, the example spreadsheet includes multiple resources, but uploads will be performed one resource at a time.

Spreadsheet data begins top left

Spreadsheet data should begin 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

Be sure to use Touchpoint terminology for all spreadsheet uploads. Refer to the example spreadsheet attached at the bottom of this article, and copy and paste headings to ensure the exact same heading labels are used. For example, use the heading of "Name" and not "Session Name" for the column containing session titles.

Delete, not hide

For columns containing data you will not be using, please delete the column. Do not hide it. Hiding the column may cause unintended data to be imported or uploads to fail. Hidden columns can create headaches when importing, so pare your spreadsheet down to include only information you need.

Remove any extra cells

After you feel you've got all of your data entered into your spreadsheet, do a final review. Scroll to the right to make sure there is no unnecessary data past what should be your last column. Scroll to the bottom as well and make sure there is no unintended information entered in a row below the scope of your spreadsheet.

Match spreadsheet headings exactly

Be sure you are using Touchpoint's terminology for all of your spreadsheet uploads. Refer to the example spreadsheet (attached at the bottom of this article), and copy and paste headings to ensure you are using the exact same heading labels. For example, use the heading of "Name" and not "Session Name" for the column containing session titles.

Importing Content

Content can be imported from two places on the Event Dashboard:

Start from the Feature where you would bulk upload content.
Select the feature where you would like to import content, then click Import > Excel in the upper right corner.
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.

Resource types include:

Attendee: Use this for bulk uploading Attendees / Attendee profile information.
Note: If the event is integrated with Certain Platform or another 3rd party registration system, attendees and attendee details should be managed there and synced over to Touchpoint.
Event: Use this for bulk uploading Agenda Sessions / Session information.
Note: If the event is integrated with Certain Platform or another 3rd party registration system, sessions and session details should be managed there and synced over to Touchpoint.
Exhibitor: Use this for bulk uploading Exhibitors / Showcase Items / Exhibitor/Showcase details.
Notes:
Exhibitor records are not synced over to Touchpoint from Certain Platform. If Exhibitors exist for the event, upload the Exhibitor information directly into Touchpoint.
If the event is integrated with a 3rd party registration system where Exhibitors are managed, the Exhibitors and Exhibitor details should be managed there and synced over to Touchpoint.
Info: Use this for bulk uploading Info Items to be listed under the Info feature.
Link: Use this for bulk uploading Links to be listed under the Links feature.
Meeting: If the 1x1 Meetings module is added, bulk upload 1x1 Meeting details.
Note: If the event is integrated with a 3rd party meeting management system, meetings should be managed there and synced over to Touchpoint.
Message: Use this for bulk uploading broadcast and/or individual messages.
Announcements (NewsStory): Use this for bulk uploading announcements to be listed under the Announcements feature.
Post: Use this for bulk uploading posts to be posted on the Discussion Board feature.
ScheduledEvent: Use this for bulk assigning existing agenda sessions to attendees' My Schedule using the Personal It itineraries template; changing existing personal itinerary assignments using the CHANGE Personal itineraries template; bulk uploading private, off-agenda events to an attendee's My Schedule using the Private Events template.
Speaker: Use this for bulk uploading Speakers / Speaker profile information.
Note: If the event is integrated with Certain Platform or another 3rd party registration system, speakers and speaker details should be managed there and synced over to Touchpoint.
Survey: Use this 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 this for bulk uploading tasks to be listed under the To-Do List feature.
Video: Use this 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 there are multiple Showcase buttons and Exhibitor bulk upload is used, indicate which Show case button the content should go to.

After initiating the import

Click Choose File, select the Excel file from the computer, then click Save.
Verify field mappings, then click Confirm.
On the next screen, double-check field mappings one more time, then click Import.
The import process will start. If any errors are found while uploading the spreadsheet, the errors will appear on the screen. When the import is complete, a message will appear stating that the number of records has been successfully imported.

Bulk Upload Template Spreadsheets

The file name is "Bulk Upload Template Spreadsheets - with examples and instructions.xlsx" and the file size is 80 KB. The file is available to download.

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