Data Import & Export

Instructions to import attendees' accommodation reservations from Excel or CSV into an event, including prerequisites, required fields, and step-by-st...

Guide to importing accommodation blocks via CSV in the Certain platform.

Instructions for importing groups from a CSV file, including preparation, mapping, and post-import steps.

Overview of scheduled agenda items, including list and calendar views, custom types, and grouping for an event.

Define and manage report export actions in Certain Help Center.

Settings for display and print options in Event Reports, including display format, data formats, and print settings.

A report showing attendee counts per session instance, with registrations, cancellations, waitlists, and attendance details.

A guide describing the Event Session Summary Report, including what it lists, how to access details, and export options.

Options to display, format, and print profile reports, including display format, data format, and print settings.

Instructions to add, import, and manage industries at the account level for speaker and session management.

Instructions for bulk uploading translated content in Touchpoint when multiple languages are enabled.

Guide on identifying potential duplicate registrations when an event has more than 5,000 registrations, using an exported Excel file.

Instructions for importing gender values in the invite list, including the mapping and example.

Instructions to streamline agenda item entry in Certain using Import/Export features, including creation, export, Excel editing, and re-import.

Guidance on configuring up to three Mass Actions that auto-run when exporting a report in Certain's platform.

Instructions for importing and updating Registrations in Certain using key fields and tab-delimited files.

When importing Room Reservations, you may encounter an error indicating the date/time format should be MM/dd/yyyy, with steps to fix by adjusting Exce...

Instructions to create an account-level report to export attendee details for each event.

Guide to sharing reports via tokenized URLs with read-only access or mass-action permissions.

Instructions for assigning master and specific speakers to sessions and their instances in the Certain platform.

Instructions for adding speakers to an event via manual entry, import, or existing profiles in the Certain platform.

Overview of formats for delivering reports including HTML, PDF, Excel, CSV, and TXT.

FAQ about managing profiles in the Certain Help Center, including search, add/update, invite/register, export, history, and removing PII.

Explanation of the CSV file format, encoding requirements, and character sets for CSV imports.

Overview of the Event List page in Certain Platform, including filtering, exporting, and navigation features.

FAQ about using the Report Results window, including the Action Bar, filtering, exporting, and row controls.

Overview of the Event List in Certain Platform's Help Center, including filters, columns, and event management.

Guide to managing Merchandise items for an event, including the Item List, Custom Merchandise Types, and Groups & Classifications.

Guide to managing reviewers in Speaker and Session Management within Certain.

Guidance for adding, editing, importing, and managing speakers in the Speaker and Session Management module.

Guidance for importing and managing registration session instances via the Registrations Import wizard.

Help center article describing how to manage users, profiles, roles, and history in Certain.

Overview of agenda categories and how to manage scheduled items, fees, merchandise, and other agenda items in the event planning system.