In this article:

• Where is it?
• Formatting your spreadsheet
• Working with Required fields
• Uploading your CSV
• Notifying newly-imported Companies

Where is it?

You can start a Company import from these locations in MeetMax:

Companies tab

Invitees tab

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Formatting your spreadsheet

You can use any spreadsheet software, and then export a CSV file to import to MeetMax.

In this example, we’ll create a spreadsheet to import a list of Companies and their main contacts.

Step 1. First, we need to know what columns to add to our spreadsheet. Let's consult the Company registration form.

Head to the Companies tab. Then choose Add Company:

Step 2. Here's your current Company registration form. For every field you see, you’ll need a separate column on your spreadsheet - including the fields of the Company Contacts section:

	The First Name and Last Name fields are always separate, and require separate columns on your spreadsheet.
	Company Name is always a required field in this registration form.

Step 3. Every Company needs a separate row on your spreadsheet. If a Company has more than one contact, then you’ll need a separate row for each contact, like this sample:

You can leave some cells in your spreadsheet empty, and add that data later. The only exception is with Required form fields (see below).

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Working with Required fields

If your Company registration form has required fields, your spreadsheet should have data for each of those cells:

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Uploading your CSV

We recommend setting up a small test version of your spreadsheet, with only a few rows. Import this first so you can catch any issues before you import your full list.

Step 1. Export a CSV file from your spreadsheet software.

Step 2. In MeetMax, head to the Companies tab. Then choose Import:

Step 3. Indicate whether your spreadsheet has a header row or not.

Click Browse to choose the CSV file from your computer:

Step 4. Now, you’ll make sure the columns of your CSV are mapped to the correct fields in the MeetMax form. If you built your spreadsheet columns to match the fields of the registration form, you shouldn’t need to do much here.

Anywhere you see Do not map this field, use the drop down menu to choose the field that matches your header cell:

Step 5. Next, click on the Required Fields tab. All of the required fields in your registration form will be checked here. You can uncheck any of the boxes to remove that requirement during this import.

This comes in handy if you have a required field but you don’t currently have this information for all Companies:

When you’re done, click Continue.

Step 6. When all looks correct, click Import Now:

The import process can take up to a few minutes, depending on the size of your CSV.

Step 7. When you see the success message, you can head to the Company List to see your imported data:

If you need to import an updated CSV, reach out to MeetMax Support.

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Notifying newly-imported Companies

Once you've imported your list, the next steps will depend on the registration method you're using.

• If you're using Invitee registration, you'll send batch email invitations.
• If you need to confirm the Company registrations, you'll send a batch email that delivers the MeetMax login details.