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 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:
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.
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.
Related Guides
- Importing Accounts and Transactions in a Single Spreadsheet
- Preparing Account Data
- Import Manager
- Importing Data in NeonCRM
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