General FAQ - Importing Registration Data

You can create registrations can from existing data via the following methods:

• Import data into the registrations database for a specific event
• Create registrations for an event from a group of profiles in your account
• Enable attendees for an event using their existing profile record

Import Data Into the Registrations Database

There are four ways to import registrations into your event:

1. From an external data file 2. From Salesforce 3. From Eloqua 4. From Marketo

Manage Registrations > Import

A user can import data from an external file directly into the registrations database for an event.

This import uses the same manner described above for profiles.

The planner can also assign the event.

The planner can also assign the attendee type.

The planner can also assign answers to registration question fields to the records being imported.

On the Event Dashboard (Manage > Registrations), the Import button enables the planner to:

• Upload an external data file to the server
• Map the columns of the data file to those of the registrations database
• Preview the data upload

Import Salesforce Members

If your organizations uses Salesforce, you can import Salesforce members as registrations in your event.

See Manage > Registrations > Import Salesforce members for details.

Import Eloqua Contacts

If your organizations uses Eloqua for marketing automation, you can import Eloqua contacts as registrations.

(This requires an administrator to set up an Eloqua plugin for your account.)

See details of running the Import Eloqua Contacts as registrations job in Configure > Connectors.

Import Marketo Leads

If your organizations uses Marketo for marketing automation, you can import Marketo leads as registrations.

(This requires an administrator to set up a Marketo plugin for your account.)

See details of running the Import Marketo Leads as registrations job in Configure > Connectors.

Create Registrations from a Group of Profiles

The planner can create registrations for an event from the profiles database of that event's account.

This process selects a group of profiles using Profiles > QuickSearch.

This process then clicks Create Registrations.

The Create Registrations button enables the planner to assign the event.

The Create Registrations button enables the planner to assign the attendee type.

The Create Registrations button enables the planner to assign registration status for the profile records being imported.

Enable Attendees to Use their Profile Record to Create a New Registration for Themselves

If you invite individuals from your profile database to register for an event, then attendees can use their profile username and password.

Attendees can use their profile username and password to access their profile information.

Attendees can then create a registration for themselves via an online registration form.

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