Data Import & Export

Touchpoint CMS instructions for exporting content from a previous event or event template to a future event, including copying selected items and expo...

Instructions for adding, editing, viewing, importing, exporting, and mass-assigning reviewers in Speaker and Session Management, including Reviewer Li...

This page explains how to add, edit, and view speakers in Speaker and Session Management, including Speaker List filters, Speaker Types, and importing...

Create Discount Code(s) before importing Promo Codes. Prepare CSV files, map import fields, upload files, and review imported promo codes on the Promo...

When importing Room Reservations, an error can show date of arrival should be in format "MM/dd/yyyy". Modify Arrival Date & Departure Date column form...

Certain enables manual or bulk session creation via import for Standard or Conference Layouts. Conference Layout requires 2 imports. The article lists...

Event Promo Code Import Wizard instructions for importing promo codes into an event using a CSV file. Includes steps A: Prepare an Import File and B: ...

Instructions for using Promo Codes in Certain event planning, including Promo Code List, Promo Code Wizard steps, CSV import (Import Discounts, Import...

Import accommodation blocks from a CSV file. Prepare an import file and import it via the Accommodation Import Wizard, then set attendee type access o...

Guide to creating and managing groups for registration groups in events, including assignment and group details.

Instructions for Session Export (in Speaker and Session Management) in Certain. Export sessions from Sessions, choose Category Type (Without Instances...

Instructions for adding and importing Industries for Speaker and Session Management at the account level, including required CSV format and Industry L...

Add and edit Job Functions for Speaker and Session Management at account-level. Includes steps to Add, Import Job functions (CSV), manage the Job func...

Learn how the Reports FAQ - Report Results Window presents records and how the Action Bar and Row Controls work, including actions, export formats, fi...

Defines how to set up Mass Actions for report exports and explains two ways to export reports from results windows or automatically via Display Format...

This page sets options for displaying and printing the selected Profile report, including Report Format, Data Format, and Print Settings for exports l...

The Event Agenda Summary Report summarizes total quantity by event agenda item for complete registrations and provides numbers including Paid, Bal. Du...

Using Event Reports in Greet explains the Reports section, the Stat Tiles, the Overview, Attendees, and Sessions tabs, and exporting to CSV or Excel.

Import (Travel) enables importing various types of travel data from CSV files through the Travel Import Wizard. Flight, Flight Inventory, and attendee...

Instructions for importing Room Reservations for attendees’ accommodation reservations from Excel or CSV, including pre-requisites, required fields, d...

Profiles FAQ - Exporting Profiles explains how profile records are exported from the Report Results window and how to choose an export or print format...

Import .CSV files are comma-separated values files. Encode characters outside the normal ANSII character set as UTF-8, and use Google Drive because Ex...

Learn how to assign, update and cancel sessions on existing registrations via Registrations > Import, using Import Registration Session Instances and ...