Import Registration Agenda

Overview

The Import Registration Agenda topic describes how to assign agenda items to existing registrations.

The topic describes how to update agenda items on existing registrations.

The topic describes how to cancel non-fee-based agenda items on existing registrations.

The import is performed using the Registrations > Import page.

The feature is available to Event Builders and Administrators.

The feature is available to Registration Support users who have the Import Registration Data access setting on their user record.

A Registration Code is required for each user to whom agenda items will be assigned via the import.

The video Importing Registration Agenda Items exists and has a duration of two minutes.

The video is titled Importing Registration Agenda Items.

Agenda items being imported must not have any fees associated with them.
The import of a row will fail if an item has a fee associated with it.
The import of a row will fail if an item does not have sufficient inventory.
Any of the three data fields are invalid: Registration Code, Agenda Code, or Agenda Status.
If the import of a row fails, only that row fails, not the rest of the import.
You will receive an email upon completion of the import detailing any records that failed.

First prepare the CSV file of data to import.
It must be comma-separated text, with:
The first row naming the columns.
One row per registration per agenda item.
One column per field.
In Excel, save as a CSV file by selecting "Save as type: – CSV (Comma delimited) (*.csv)".
The file must have a .csv extension, for the import to accept it.
It must include these four columns: Registration Code, Agenda Code, Quantity, Agenda Status.
Registration Code identifies the registration record.
Agenda Code is the Unique Code from the agenda item record.
Quantity is a positive number, to add agenda items, or 0 to cancel them.
Note: If Quantity = 0, then Agenda Status must be = "Cancelled".
Agenda Status is, for example, "Registered" or "Attended".
The file must have one row per registration per agenda item.
Example: This example would assign three agenda items to the same registrant (the first three rows, with the same Registration Code but different Agenda Codes), and cancel one agenda item for a different registrant (the fourth row).
The example rows shown illustrate: Reg Code, Agenda Code, Quantity, AgendaStatus.
1234-55-122, Workshop 1, 1, Registered
1234-55-122, Workshop 2, 1, Registered
1234-55-122, Workshop 3, 1, Registered
4321-55-111, Workshop 1, 0, Cancelled
Tip: If you keep the four columns in the CSV data file in the same order as in the example, and with the same (or similar) names, that will make the automatic default mapping to the four database fields most likely to be correct.

You can download this sample CSV file to get you started in setting your own up.

It includes only the four column headings described above, and the same example data as above.

Caution: The values in the Registration Code and Agenda Status column must match current data in your event.

Be sure to delete the example data from the sample CSV file.

You can download this sample CSV file to get you started in setting your own up.
It includes only the four column headings described above, and the same example data as above.
Caution: The values in the Registration Code and Agenda Status column must match current data in your event.
Be sure to delete the example data from the sample CSV file.

Registration Agenda Import Wizard
Read the on-screen instructions about preparing your data.
Click Browse to locate the data file you want to import.
Select the .csv file and click Open. The name of the file is displayed as confirmation.
Click Upload. This uploads the file to Certain, but doesn't yet import it.
The upload process may take a few minutes, depending on file size.

A pop-up Import Registration Agenda window opens.
In that window, map each of the four database fields to the corresponding columns in the .csv file.
Registration Code maps to Registration Code.
Agenda Code maps to Agenda Code.
Quantity maps to Quantity.
Agenda Status maps to Agenda Status.
Click Import.
The data import is scheduled.
You will receive an email when it is finished.

If the agenda item does not exist on the registration, it is added with the specified quantity and the status.
If the agenda item does exist on the registration, it is updated with the specified quantity and status.