1. From the event's dashboard, click on "Promotions" from the sidebar
2. Under promtions, click on "Prospects"
3. On the Prospects page, click on “Import” on the top toolbar. This will open the user import page.
4. On the file upload page, click on “Download Template” to download the template in which you can fill up the details of the users.
5. Once downloaded, fill the Excel sheet with all the users’ details. Note that errors will be shown on the summary page if mandatory columns aren’t filled. Mandatory columns for including a user are - First name and Email.
6. Once the users’ details are filled in the excel sheet, click on “Choose File” and upload the filled excel sheet.
7. Select the import mode:
Add and update only - It will only create new records while leaving the existing ones alone.
Replace the whole list - It will create new records and delete the ones that are not present in the sheet.
8. Click "Next"
9. 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 contact form.
10. Once the column mapping is done accurately, click on “Preview summary”. This will open the summary page.
11. The summary page will contain all the details regarding your import which include contacts that are being added, contacts that are being updated, contacts that are being deleted, etc.
12. Make sure the summary is as expected and click “Import”. The import is now successfully done and updated information on users will reflect on the “Prospects” page.