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How do I import multiple Individuals or Groups into an event at the same time?
How do I import multiple Individuals or Groups into an event at the same time?
Jenny avatar
Written by Jenny
Updated over 2 years ago

Ah, the import tool, the event organiser's best friend.

You can import into eventree using the template provided, which you can find within any Area or Sub-area under List view & Grid view options on the left hand side.

Click 'Download a template'

Importing Individuals

Once you have downloaded the template, it's time to complete the sheet.

For individuals, simply add in their name, email, country, and then put a '1' in the columns where they need a pass assigned to them.

Note that the first row lists the Pass Categories eg 'H&S Inductions & People Passes. The second row lists the actual Pass names, eg H&S Wristband and Artist.

Importing Groups

When importing groups, the details you add are those belonging to the Group Leader. Add the name of the Group under 'Collective' and then instead of '1' put the total number of passes you want to allocate to that particular Group eg '5'.

Adding multiple passes automatically creates a Group!

Both at the same time

If you wanted to add a Group and an Individual into an area side by side you can do that too like so.

*Note* this does not add the individual into the Group.

Make sure you save the file as a .csv and then upload it.

It'll give you a preview, and let you know if you've tried to allocate/assign more passes than what is available in that section. Once you are happy click 'Import data'

Once complete, you can then return to List View and see your newly added people there! A Group and an individual side by side in harmony.

Note:

Importing Groups does not automatically send out their logins.

You can also import custom field data, meals, and budgets too. So efficient!

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