How to Import Attendees in Greet

Overview

Import lets you add attendees to your event in bulk from a CSV file instead of entering them one at a time. Use import to load a pre-event registration list, bring in a batch of late registrants, or add attendees from a system outside Greet. This article covers the full import process, the CSV format Greet expects, and how to fix a file that fails to import.

Before You Import

Check these two things before you upload a file.

• The Attendee Types already exist for the event. Import can't create new Attendee Types, so every row in your file has to use a type that's already set up. If you're not sure what's configured, check with whoever set up the event, or look at the Attendee Type filter on the Attendees page.
• The file is saved as a CSV. If you're building the list in Excel or Google Sheets, use Save As (or Download) and choose CSV before you upload it.

Opening the Import Modal

Go to your event's Attendees page, then click Import in the top toolbar. This opens the Import Attendees modal.

Importing Your Attendees

1. Click Download CSV Template inside the modal to get a correctly formatted starter file.

2. Fill in the template with your attendee data, following the column reference below, and save it as a CSV.

3. Back in the modal, click Select CSV File to open your device's file picker and choose your completed file.

4. Review the preview panel. It shows each record's First Name, Last Name, Email, and Attendee Type, so you can spot-check the data before it goes live.

5. Click Import Attendees to finish. The new records appear in your Attendees table right away.

CSV Column Reference

Every column below is required. A missing value in any of them stops the whole row from importing.

| Column | Required? | Format notes | If left blank | |---|---|---|---| | First Name | Yes | No set character limit; alphanumeric characters recommended | Import fails with an error | | Last Name | Yes | No set character limit; alphanumeric characters recommended | Import fails with an error | | Email | Yes | Standard email format, e.g. test@test.com; alphanumeric characters recommended | Import fails with an error | | Attendee Type | Yes | Must match an Attendee Type already set up for the event; new values can't be created through import | Import fails with an error |

If the Import Fails

Most import errors trace back to one of these:

• A blank First Name, Last Name, or Email in one or more rows.
• An Attendee Type that doesn't match the event's configured types exactly, including spelling and capitalization. A common cause is copying values in from a different event's export.
• An email address that isn't in a standard format.

Fix the flagged rows in your CSV and upload the file again. You don't need to remove the rows that already imported successfully; re-uploading only affects how the new file is processed.

Using the Sample File

This is a sample file, sample_attendee_import.csv. It's built to the exact column structure Greet expects: First Name, Last Name, Email, and Attendee Type, with a few example rows filled in.

See Also