Import Attendees
When you need to register several attendees, you can import them all at once into your Classy Live event.
Once added, they’ll appear on your event’s attendee list and can participate in the event’s auction or visit the event page. These attendees will also sync back to Classy as offline transactions.
Want to participate?
Sign up to join the beta program for Bulk Import Attendees on Classy Live.
Prepare import template
First, prepare a CSV or Excel file with their information to add multiple attendees to your event. An Import Template is available on the event’s Attendees page to assist you.
To download the import template:
- In the Classy Live menu, select Attendees
- Select the Options dropdown
- Select Import Attendees
- Select Generate Import Template
The template will include standard columns for attendee information and additional columns for custom questions you have turned on in the connected Classy campaign.
Standard columns include:
- Group Name (Only available if Group Registration is active on the account). Note: You can group attendees into a single transaction by adding a unique group name to this field. If left blank, each attendee will be a separate transaction.
- Ticket Type - Note: This ticket type must match the name of an existing ticket in the campaign and be set to one attendee per ticket. Ticket types that include two or more attendees cannot be imported.
- First Name
- Last Name
- Email Address - Must be a valid email format (example@email.com)
- Notes
Missing custom questions?
Go to Questions and Attendees in the campaign's details to make sure the questions are active on the Classy campaign.
Import attendees
Once you’ve prepared the Import Template, return to the Attendees page on the event to import the attendees.
To import attendees:
- In the Classy Live menu, select Attendees
- Select the Options dropdown
- Select Import Attendees
- Select Upload a file to import
- Choose the file that contains the attendee information
Then, you’ll have the chance to verify the data. Select specific fields to edit them directly. If required information is missing, those fields will be highlighted in red.
Once everything is ready, select Submit to import the attendees.
Note
Imported attendees should immediately appear on the event’s attendee list and sync back to Classy as offline transactions.
Refresh the page if imported attendees are not appearing.
Frequently asked questions
Do I need to use the import template?
You can also paste the attendee details or upload another file containing their information. However, we recommend the import template, as it will help reduce errors.
When using another file and verifying data, be sure to select the header row and carefully map the columns.
Are imported attendees opted-in to receive text message updates?
No, imported attendees are not opted-in to receive text messages.
To opt in these attendees:
- In the Classy Live event, go to Attendees
- Select Manage Columns
- Add Opt-in to receive text message updates
- Select Update View
- Mark the checkbox next to the attendees you want to opt in
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