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Preparing Event Registration Data

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Emily Keaney
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Required Fields

The following fields are required when importing event registration data:

  • Cost
  • Event Name 
  • Registration Date

Available Fields

The following fields are available for event registration import using the Import Manager:

Field Name Explanation Example Configure in NeonCRM before importing? Required for Importing? Required Values? Field Selection Type Type of Data Max Characters
Attended Did they attend?       1=Yes, 0=No Checkbox Boolean 1
Attendee First Name The first name of the person who attended the event Michael       Free-entry Text  
Attendee Last Name The last name of the person who attended the event Neary       Free-entry Text  
Attendee Email The email address of the person who attended the event michael@example.com       Free-entry Text  
Check # Check Number 101       Free-entry Text 100
Cost Event Registration Fee amount paid 150.00 Yes Yes   Free-entry Text 100
End Date End date of the event         Date Date  
Event Name Name of the Event     Yes   Free-entry Text 100
Event Registration Note Staff note on the event registration         Free-entry Text 100
Event Registration Status Status of the transaction (successful, unsuccessful) Succeed     Succeed, Pending, Declined, Cancelled, Deferred Drop-down Text 100
Tender Type Tender type used for this transaction Cash Yes     Drop-down Text 100
Registration Date Date they registered for the event 01/01/2010   Yes   Date Date  
Source What is the Source of the event registration? Web       Drop-down Text 100
Start Date Start date of the event 01/01/2010 Yes     Date Date  

Data Structure

Event registration data should be structured where each registration is a row and each column is a NeonCRM data field:

2015-08-04_14-33-12.png

Limitations

Certain types of data are not able to imported using the Import Manager. These include (but are not limited to):

  • Event attendees
  • Event sessions
  • Event custom fields
  • General event custom fields
  • Event-specific custom fields
  • Events with multiple ticket prices, multiple attendees per ticket

Import Template

A sample template for event registration import is available for download here: NeonCRM Event Data Template.csv

Import Assistance

Assistance with troubleshooting imports as well as formatting data for import is only provided via consultation. For more information and to fill out a form requesting a consultation, please visit our NeonCRM Consultation page here. If the Import Manager limitations include data that you need to import, we can do a full custom import for you. For more information, please contact your account manager.

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