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How to bulk import sponsors?

1. Click on Sponsors from the sidebar.


2. Click on Import


3. Click on Download template


4. Once downloaded, fill the excel sheet with all the sponsors’ details. Note that errors will be shown on the summary page if mandatory columns aren’t filled. The mandatory column for including a sponsor is - Category and Name.


Note: For updating existing sessions, the downloaded excel sheet will have an ID column. This is the system-generated ID for a sponsor which is used to update the details of the sponsor. DO NOT CHANGE THE ID OF A SPONSOR.


5. Select "Add and update only" to add and update the information only.


6. Select "Replace the whole list" to replace the information which is already present.


7. Once the sponsors’ details are filled in the excel sheet, click on "Choose Excel File (XLSX)" on the left and upload the filled excel sheet.


8. Click on Next


9. Click "Sponsor Category"


10. Once the filled excel sheet is uploaded, click on “Next”. This will open up the column mapping page. On this page, you can accurately match the excel sheet columns to the appropriate fields present in the sponsor form.


11. ## Summary and Import -

This will open the summary page.

The summary page will contain all the details regarding your import which include sponsors that are being added, sponsors that are being updated, sponsors that are being deleted, etc.


12. Make sure the summary is as expected and click on Import.


13. The import is now successfully done. Click on "Back to sponsors" to reflect on the “Sponsors” page.

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