How to Import Lead Participants

To learn how to import participants follow the steps below and/or watch the video below.

1. Go to Attendees —> Import

2. Use the Lead participant import template found here

3. When you have an excel file ready to import, drag and drop in the pop-up or click “Add file”

4. The “Import - Review Columns” window will pop-up. Match the columns you’re importing to the Covision import fields.

5. To see only the fields that need to be matched (if there are any) toggle the “Show errors only” switch

6. If you don’t need to import a column for some reason, choose “IGNORE COLUMN” in the dropdown

7. When columns are matched properly, click “Next” in the bottom right.

8. Now the “Import - Review Data” window will pop up. The stats on the records will be towards the bottom. If necessary toggle for errors again

9. Fix any errors directly within the CMS

10. When the errors are fixed, click Save Import