Preparing Event Registration Data – NeonCRM Support Center

Contents

Required Fields

As noted in the Available Fields section of this guide, the following fields are required when importing event registration data:

Cost
Event Name - guide available here
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 the person who registered for the event attend it?				1=Yes, 0=No	Checkbox	Boolean	1
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 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 donation is on a row and each column is a NeonCRM donation field:

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

Import Template

A sample template for event registration import is available for download here.

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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