In this article:

• Where is it?
• Formatting your spreadsheet
• Working with Required fields
• Uploading your CSV
• Notifying the imported Attendees

Where is it?

You can start an Attendee import from these locations in MeetMax:

Attendees 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 Attendees. If you're using Invitee registration, the process is the same.

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

Head to the Attendees tab. Then choose Add Attendee:

Step 2. On this page, you’ll see the current Attendee registration form. For every field you see here, you’ll need a separate column on your spreadsheet:

	The First Name and Last Name are always separate fields, and require separate columns in your spreadsheet.
	First Name, Last Name, and Company Name are always required fields in the Attendee registration form.

Step 3. Every Attendee name needs a separate row on your spreadsheet.

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 the registration form you’re working from has required fields, the matching columns in your spreadsheet should have data in every cell:

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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 Attendees tab. Then choose Import:

Step 3. Indicate whether your spreadsheet has a header row or not. Then choose the user role to assign to the imported group.

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:

MeetMax will also display two sample columns of your data, so you can make sure all of the fields are mapped correctly.

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 Attendees:

Click Continue to move to the next step.

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 Attendee List to see your imported data:

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Notifying the imported Attendees

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 Attendee registrations, you'll send a batch email that delivers the MeetMax login details.