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: NeonCRM_Event_Data_Template.xlsx
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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