How do I import Events from a spreadsheet?
If you have a list of Events in a spreadsheet that you want to upload into EventGeek, you can import them in CSV format.
Before you import your file, follow the instructions on how to prepare your file for import.
Importing a prepared CSV file
To import a prepared CSV file, go to your Events Dashboard by clicking Upcoming Events in the sidebar. Click the actions menu in the upper right, then click Import Events (CSV).
A window will open that will prompt you to choose a file to upload. Note that only a CSV file can be uploaded.
Once you've uploaded your file, you then need to map the column headers of your file on the left with the correct EventGeek event fields on the right.
Click Select Field to scroll through and choose the Event Field you want a column to map to if it has not been selected automatically. Click Next when you have all the fields mapped.
Note that Team Name and Event Name are required columns and Event Fields.
If you haven't added Team Members to your Org yet, click the ❌ next to any member-related event fields to deselect them from the upload. You can upload these fields later.
Alternately, if you have added your Team Members, you can map members columns with Leader or activate a custom member field from Org Settings. (You cannot upload Event Staff using the events importer).
If member emails are not yet added to your Org, you will have the opportunity to add them. Note that these members will be added as Not Invited (No Access) members. You can update their Permissions later from Org Settings.
The next page will ask you to confirm that you are ready to import the events. If you're ready, click Import.
When the import is complete, you will see this screen. If there were any errors with the import, you will have the option to download a CSV file which will tell you what error occurred in an Errors column.
Download or revert Event Imports
Click the 🏢building icon at the top of the sidebar to go to Org Settings, then click the Event Imports tab. Here you can click Import Events to import a spreadsheet, or you can view past imports.
By clicking the actions menu all the way to the right you can download the original events spreadsheet you imported, or you can revert the import and all the events you imported will be deleted.