Import Registration Agenda

Accessed via: (Event) > Manage > Registrations > Import > Type of data = "Registration Agenda"

This topic describes how you can assign, update and cancel non-fee-based agenda items on existing registrations, using the Registrations > Import page.

(You can also import and update registrations using the same page; see Import/Update Registrations.)

This feature is available to Event Builders and Administrators, and to Registration Support users who have the Import Registration Data user access option selected on their user record.

Note: You will need the Registration Code of each user to whom you want to assign agenda items via the import.

Video: Importing Registration Agenda Items (2 min.)

Registration Agenda Import Wizard

Steps to follow

Create a .csv file that includes the four columns described below.
Upload your .csv file. (See below for a sample file.)
Map all the fields in the file to columns in the database.
Submit the import.

Notes for success

Agenda items being imported must not have any fees associated with them.
The import of a row will fail if:
- An item has a fee associated with it
- An item does not have sufficient inventory
- Any of the three data fields are invalid: Registration Code, Agenda Code, or Agenda Status

If the import of a row fails, only that row fails, not the rest of the import.

You will receive an email upon completion of the import, detailing any records that failed.

Create a CSV File of Data to Import

First prepare the .CSV file of data to import.

It must be comma-separated text, with:
- the first row naming the columns,
- one row per registration per agenda item,
- one column per field (see list of four columns below).
In Excel, save as a .csv file. by selecting "Save as type:" – "CSV (Comma delimited) (*.csv)".
International characters and special characters:
See these important .CSV file notes if your import includes international or special characters.
The file must have a .csv extension, for the import to accept it.
It must include these four columns:
- Registration Code – Identifying the registration record
- Agenda Code – The Unique Code from the agenda item record
- Quantity – A positive number, to add agenda items, or 0 to cancel them. (Note: If Quantity = 0, then Agenda Status must = "Canceled".)
- Agenda Status – For example, "Registered" or "Attended".
It must have one row per registration per agenda item.
Example: This example would assign three agenda items to the same registrant (the first three rows, with the same Registration Code but different Agenda Codes), and cancel one agenda item for a different registrant (the fourth row).

Reg Code	Agenda Code	Quantity	AgendaStatus
1234-55-122	Workshop 1	1	Registered
1234-55-122	Workshop 2	1	Registered
1234-55-122	Workshop 3	1	Registered
4321-55-111	Workshop 1	0	Cancelled

Tip: If you keep the four columns in the .csv data file in the same order as in the example, and with the same (or similar) names, that will make the automatic default mapping to the four database fields most likely to be correct.

Sample .CSV File

You can download this sample CSV file to get you started in setting your own up. (Right-click the link, and select Save Target As, or equivalent, depending on your browser.)

It includes only the four column headings described above, and the same example data as above.

Caution: The values in the Registration Code and Agenda Status column must match current data in your event.
Be sure to delete the example data from the sample CSV file.

Sample Registration Agenda Import CSV file

Upload the .CSV File

Registration Agenda Import Wizard

Select the type of data you'd like to import – Select "Registration Agenda".
Read the on-screen instructions about preparing your data.
Click Browse to locate the data file you want to import.
Select the .csv file and click Open. The name of the file is displayed as confirmation.
Click Upload. This uploads the file to Certain, but doesn't yet import it. The upload process may take a few minutes, depending on file size.

Mapping the fields