CSV Import and Export

Guidance on creating registrations from existing data via external files or profile-based methods.

Instructions for configuring up to three mass actions triggered when exporting a report.

Guide to selecting, ordering, sorting, and customizing columns for Account Reports in Certain.

Guide to creating and modifying custom Profiles reports, including Setup, Display, Groups, Subtotals, Columns, Filters, and Page sections.

Instructions to import discounts from a CSV file using the Discount Import Wizard.

Instructions to import attendees' accommodation reservations via Excel or CSV into an event.

Documentation on creating and configuring user-defined columns for Consolidation Reports in Certain.

Instructions on displaying subtotals and grand totals in event reports, including grouping and numeric columns.

Page detailing options for report display and print settings for event reports.

Overview of the Meeting Requests List page with filters, columns, and actions.

Step-by-step instructions to import and update accommodation details for registrations in the Certain platform.

Instructions for searching websites across events and accounts in the Certain Help Center.

Instructions for searching forms across events and across accounts in Certain's Help Center.

How to search for profiles across accounts and sub-accounts using fields, operators, and wildcards.

Instructions to search registrations across events and accounts, including criteria, operators, wildcards, paging, and navigation.

Help article describing the Event List for Reviewers in Certain.

Guide to importing groups into an event from a CSV file using the Import Groups wizard.

Information about the Group Reports page in the Certain platform, including Group Summary Report, filtering, columns, and export options.

Overview of managing scheduled agenda items, including types, grouping by groups/locations/tracks, and actions like add, edit, delete, search, and imp...

Documentation describing how to create and configure summary groupings for supplier reports in the Certain Help Center.

Instructions for selecting and ordering data fields in supplier report columns, including moving fields, filtering, sorting, and customizing column he...

Help article describing how to display subtotals in supplier reports, including group subtotals and per-group/overall totals.

Guidance for creating and editing custom Supplier reports in the Certain platform, including setup steps, page structure, and field definitions.

Instructions for importing suppliers from a tab-delimited text file into the Suppliers database.

Instructions for defining report export actions and export methods within the Certain platform.

Instructions for creating up to 20 user-defined columns in event reports, including first non-blank and column merging.

Instructions to customize headers and footers for custom reports across formats.

Overview of subtotals in reports, including display formats, per-group counts, grand totals, and how to enable and configure subtotals.

For agenda item quantities, show: The report will return one row per registration, with one column per agenda item. The option selected determines how...

Options for displaying and printing event report outputs, including formats, data formatting, and print settings.

A detailed list of all sessions in the event, including session name, code, track, type, capacity, occurrences, and more.

A summary of how many of each scheduled instance of the event's sessions have been selected by attendees.

Instructions for managing sessions in Speaker and Session Management, including adding, editing, deleting, filtering, and scheduling.

The standard summary report All Registrations By Status shows complete and incomplete registrations grouped by status, with two pie charts and a repor...

Instructions for displaying subtotals on profile reports in PDF and HTML, including per-group counts and grand totals.

Instructions for selecting and ordering data columns in profile reports within the Certain Help Center.

Options for displaying and printing Profile reports in Certain Help Center.

Instructions for scheduling emails to registrants in Certain Platform using Email Templates.

Release notes for 2025 Summer Release #2 (8.3.32) covering bug fixes across Custom Statuses, Email, Event Dashboard, Registrant Details, Promo Codes, ...

Release notes for 2025 Spring Release #6 (8.3.29).

Release notes for the 2025 Spring Release #4 (8.3.27) of the Certain platform.

Release notes for 2025 Spring Release #3 (8.3.26) covering fixed issues including accounts usage reports, agenda item guest list, email handling, form...

Release notes for the 2025 Winter Release #5 (8.3.23) of the Certain platform, detailing enhancements, badges, and bug fixes.

Power your marketing and sales ecosystem with connected event operations and insights through Certain integrations and APIs.

Instructions to bulk upload translations in Touchpoint by exporting primary language content, translating in Excel, and re-importing.

Instructions to export content from a previous event to a future event in Touchpoint CMS, including exporting to Excel and importing.

Instructions for creating Info items, adding images, applying theming colors, and bulk uploading via spreadsheet.

Guidance for bulk uploading agenda sessions into Touchpoint, including required fields, mappings, and import steps.

Guidance for bulk uploading content to Touchpoint using separate spreadsheets and the Import Content workflow.

Details on agenda feature settings and management in Touchpoint.

Guidance on using threaded messages in Touchpoint, including group messages and scheduled messages.

Guide on locating potential duplicate registrations when an event has many registrations, including using Excel for large data sets.

Instructions to streamline agenda item entry using Import and Export in the Certain agenda module.

Overview of the Event Agenda Summary Report in the Certain Help Center, including export, hyperlink behavior, and definitions of status counts and inv...

Help article detailing how to display subtotals in reports, including printable formats, grouping, and notes.

Instructions for importing travel data via CSV in the Travel module, including data types, file prep, and import steps.

Guidance on using Avery Design & Print Online templates with Certain badge layouts when not available in the Certain Badge Layout Editor.

The Event Registration Chronicles dashboard analyzes the pace of registrations across a series of events, with filters and screenshot mode for present...

Special considerations for updating speaker information in Touchpoint when speakers are synced from Certain Platform or added directly in Touchpoint.

Instructions for importing and updating Registrations using key fields such as Profile Unique ID, External ID, and Username.

Release notes for the 2025 Summer Release #3 (8.3.33.1), detailing enhancements, On-Demand Badges, and bug fixes.

Release notes for the 2025 Spring Release #7 (8.3.30) detailing enhancements and bugs fixed.

Release notes for 2025 Spring Release #1 (8.3.24) covering enhancements, bugs, and new features for Admin-Side Save Buttons, Display Rules, and Hotels...

Guidance for planning and creating registration reports for events in the Certain platform.

Improvements to the Global Search in Certain Platform include expanded search conditions and new Event info columns in Registrations and Results.

Guidance on assigning master speakers to sessions and specific instances, including imports.

Guide to adding speakers manually, via import, or with existing profiles in the Certain platform.

Certain enables manual or bulk session creation using Standard or Conference Layouts, including step-by-step import and one-by-one addition.

Overview of how AI-powered event data enables streamlined data analysis and improved event outcomes.

A guide to mastering B2B event strategy using data orchestration, AI, and event intelligence to optimize attendee engagement.

Explains Agentic AI and its impact on autonomous event planning, attendee journeys, engagement, and data orchestration.

Three steps to create event content that resonates with attendees and drives business results using data orchestration and event intelligence.

Certain helps run engaging events, personalize attendee experiences, and turn engagement into buying signals to accelerate buyer journeys and deliver ...