Evite - How Do I Upload a Csv File

April 14, 2022 Post a Comment

Invite-only: Updating invites with the csv file import (after get-go upload)

If you are using the invite-only functionality, you can always add new invites past importing a .CSV file with the updated attendee information.

Content

Generate new invites (last-infinitesimal)
Updating existing invites (later on the first upload)
How to delete invites?
Avoid creating invite duplicates
Resolving errors - Let's review!

⭐ When importing new invites to Brella or updating them, it's crucial y'all follow the steps below to avert mistakes or duplicates.

⭐ Nosotros highly recommend using Google Sheets or Open Part to import/export the CSV file.

⭐ Brand certain that none of the fields in the CSV file include commas within the attendee information fields. For example, modify the attendee's title from "Customer Success Manager, EMEA" to "Customer Success Director - EMEA."

Generating new invites (after the kickoff upload)

If you need to generate new unique bring together codes for last-minute registrants, this is what you need to exercise:

Become to the Admin Panel ➡️ People ➡️ Invites
Export the existing invites data file from the Admin Console in the PEOPLE tab - INVITES sub-tab by choosing "Invites export (csv.)".
DELETE ALL THE EXISTING INVITES Simply Go out THE TITLES But so that you tin add the new listing of attendees.
Offset adding the new invites to the list by filling the post-obit columns only (practice not add any information besides the post-obit):
Once you have the new registrants in the file, equally shown in the image above. Export the file (or relieve as) in .csv format.
Then, become to the admin console and upload the CSV file for your consequence by clicking on Invites import.csv.
Now yous can mail the newly generated unique join codes and URLs to the new registrants by associating the unique bring together URLs to the registrant. Annotation: Brella does not send the join codes and URLs to the attendees. This must be done through your mailing software provider.
When you have uploaded the new list, please refresh the page, consign the listing of invites (click the button Invites export.csv from the Admin Panel), and import it to your email software to finally send it to the registrants.

⭐Tip! When creating new join codes, the csv file will usually display them at the bottom of the list to know the newest ones. And so make sure to have the first and concluding name of the new list so you lot tin find them easily.

Updating existing invites

Follow these instructions if y'all demand to update multiple invites, e.g., number of seats, grouping, change name or email, etc.

💡Tip: Follow the instructions beneath and avoid creating invite duplicates.

Go to the Admin Panel ➡️ People ➡️ Invites
Export the existing invites data file from the Admin Panel in the PEOPLE tab - INVITES sub-tab by choosing "Invites export (csv.)".
Open the file in Google Sheets or Open Office and ❗ DO Non TOUCH: ID, Join LINK, Join Lawmaking. (columns highlighted in red in the image below 👇)
Add the new invites to the exported file from Brella by filling the post-obit columns:
1. ❗Electronic mail (Mandatory)
2. Beginning proper noun (Optional, upward to you)
3. Last proper noun (Optional, up to yous)
4. Company (Optional, upward to yous)
5. Title (Optional, up to you)
6. ❗Seats (Mandatory): indicate how many seats the registrant can have.
7. ❗Group_id (Mandatory): indicate what type of omnipresence and what grouping this registrant belongs to. 👍Copy the Grouping ID from the Groups tab by clicking on the two pages next to the lawmaking and add it to the Group_id column.
Once prepare, export the file (or save as) in .csv format and upload the CSV file in the Brella admin panel for your event by clicking on Invites import.csv. ❗ DON'T IMPORT THE CSV FILE FROM YOUR CRM OR CONVERTER SOFTWARE; USE THE EXPORTED CSV FILE FROM BRELLA.
When y'all have uploaded the new list, be patient, and please refresh the page. ❗
Then export the list of new invites (the push called "Invites consign.csv" from the Admin Panel in the PEOPLE tab - INVITES sub-tab next to "Invites import.csv"). The new listing will incorporate the newly generated join codes and URLs. The new list is usually at the bottom of the file, so call up the first and terminal names of the previous attendees.
You can so post the newly generated unique bring together URLs to the new registrants past associating the unique join URLs to the registrant. Annotation: Brella does non ship the join URLs to the attendees. This must be done through your mailing software provided.

👉 What are 'seats'? Seats are like tickets. When a registrant has 1 seat, they essentially have one access. When they join the Brella platform for the commencement time at the event with their unique bring together lawmaking, they will exist prompted to sign into their Brella account and access the event. And then, the seat volition be used up, and the attendee can then sign into the event once more on whatsoever device by signing into their Brella account in next.brella.io. No need to use the join code once again.

👉 Seats are similar tickets, and a unique join code is like a marked ticket once used. For example, when you lot attend an in-person event, your ticket gets marked when yous beginning enter the venue. Similarly, using the unique bring together URL or join code can be used but once, and you do non need to employ it again to enter the event.

You need to sign into their Brella business relationship to access the event from another device.

Avoid creating invite duplicates

❗ Duplicates might happen when you add all the registrants again to a CSV upload without using the Brella IDs (cavalcade A) generated and found from the CSV export of (existing) invites OR by adding the csv file from your CRM or other csv converter software.

To update invites in Brella, export the csv file from the admin panel, delete all existing invites or update the necessary invites without changing the Join lawmaking or the join code/link. Otherwise, you will create duplicates.

To avert creating duplicates, if yous need to generate new unique join codes for new attendees, y'all can upload a new invite list by following the steps on the Updating existing invites OR
Exercise not add the aforementioned existing registrants on the list with a Brella ID in the CSV file.
If yous need to update a registrant'southward details or seats, you lot can straight do it on the admin panel. Withal, if you have to do it for multiple attendees, follow the department Update existing invites.

Resolving issues -Let'south review! 🔎

If you have whatever problems with the .csv file, please read on:

Invites are missing data!

For case, I assigned i seat to all invites, simply they were imported every bit 0. This happens when in that location's a typo in the titles. In this case, commonly, it happens because the championship 'seats' had a typo; it was written equally 'seat.'

If the CSV file shows errors, double-check:

When saving a spreadsheet in Excel as a CSV file, information technology may divide the values with semi-colons ( ; ) instead of commas (,). Brella only recognizes comma-separated (,) CSV files, and so if you lot import a CSV that separates the values with a semi-colon, yous will not encounter the number of assigned seats. Unfortunately, as this is an Excel issue that can't be changed, nosotros strongly recommend using Google Sheets or OpenOffice, with which you can cull what the separator (comma instead of the semi-colon) is.
If you substitution lists with colleagues located in different countries, nosotros highly recommend using Google Sheets or Open Office to import/export, as some countries use (.) instead of (,).
Ensure that none of the CSV file fields include commas or other signs within the attendee data! If an attendee's title is "Customer Success Manager, EMEA," these attendees will not be imported nor generate join codes for them. Change the attendee's title from "Client Success Manager, EMEA" to "Customer Success Manager - EMEA" to import to work optimally.
Make sure your attendee information does not comprise commas. Since the CSV file separates the unlike fields with commas, commas can cause errors. Earlier uploading the CSV file to Brella, double-bank check if yous accept commas (,) within your attendee information fields. It tin can be washed in Google Sheets by going to Edit > Find and replace > so supervene upon the "," (commas) with a "_" (space).
If you lot cannot use whatsoever of the software mentioned above, there is another workaround! 👍 Follow the adjacent instructions:
- Open the CSV file in Text Editor. Cheque text edit to ensure that there are no semi-colons by clicking right-click > Open with Text Edit. App> then Ctrl/Cm+F > and then click Replace like in the image below and import this list once more to Brella. If there are semi-colons instead of commas, replace them.

Last updated on Oct 2021.

Written by Stephanie Campano Valenzuela.

If you didn't find an answer to your questions, please contact the Support Team here.

👇

zimmermanharmang.blogspot.com

Source: https://help.brella.io/en/organizers/adding-new-invites-via-the-file-import

Zimmerman Harmang