How to Import Attendees from a CSV file.

This article will guide you on how to import attendees into Obvio using a CSV or Excel file.

If you don’t want to create attendees individually but aren’t ready to use a full integration yet, this option is perfect for you. From the Attendees tab of your event in Obvio, you can easily upload a CSV or Excel file containing your attendees’ information.

Here's how to import an attendee list:

1. Navigate to your organization, and then the event you're working with within Obvio.
2. Go to the Attendees tab of your event.
   
   
   
   
3. Click on Attendee Tools then select Import.
   
   
   
   
4. Select the file from your computer for import, then click Choose for Upload.
   
   
   
   Important: The file must be in CSV or TXT format to be imported successfully.
   
   Once done, you'll see a notification message that says "Import request received. We'll send you an email once the import has completed." When you receive that email message, your attendees have been imported into Obvio!
   

   The file you import has to have a specific structure. The first row of your file is your column names. The first four columns are fixed, but the columns after that can be fully customized. Here are what the first four columns need to be:
   
   

   • Column 1: First Name
   • Column 2: Last Name
   • Column 3: Email
   • Column 4: Tags (this is a comma separated text field, so you can add multiple tags in one field).

   Columns 5 and beyond can be custom groups. Things like city, state, phone numbers, ticket types, etc. Here is a Sample Import Excel File that you can download to model your import document after.

To learn how to export your contacts, refer to How to Export Contacts.