Data Import & Export

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...

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...

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

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

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

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: ...

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...

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

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...

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

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...

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

Learn how to create and import Session Locations using Certain, including recommendations for placeholders like “Room 1” and instructions for mapping ...

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

Data Format page explaining how an Administrator limits which fields are reformatted. It covers Fields Available to Format and Fields to Format and no...

Data Format explains how a planner can convert registrant form text to UPPERCASE, lower case, or Title Case and how an Administrator limits which fiel...

As part of a report's setup, up to three Mass Actions can be automatically triggered when the report is exported by selecting actions and clicking Sub...

This Report History page displays history of Changes Reports and reports containing the full Credit Card Number run on data within the current account...

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

Up to three Mass Actions can be automatically triggered when a report is exported. Reports can be exported automatically using a Display Format other ...

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 ...

When an Event has more than 5,000 Registrations, Registrations do not appear under Registrations to Review - Potential Duplicates. Search for potentia...

Importing into the 'Assistant Email' or 'Additional Email' fields requires selecting the 'CC Assistant Email?' or 'CC Additional Email?' checkbox so e...

General FAQ - Importing Registration Data explains how to create registrations from existing data using Import data, group of profiles, and using thei...

Import (Groups) describes how to import event groups from a CSV file. It covers the three steps: Prepare an Import File, Import Your Data, and After t...

Administrators and Event Builders can import registrations, registration agenda items, or registration session instance into the registrations databas...