Importing Leads Into an Event

In addition to using the Integrate Events mobile app, you can populate an Event in the dashboard with leads from a CSV file. This is useful when you have leads from virtual events and or events where you have not used Integrate Events for lead capture.

The benefits of populating your leads into Integrate Events means you can keep all event lead data inside the Integrate Event Lead Management dashboard together, where you can search and manage it. More importantly, importing a spreadsheet of leads will trigger your usual event workflows such as sending out any follow-up emails and/or sending the leads to your marketing automation or CRM software via your integrations.

How to import leads into an event

Create or open an existing lead capture event.

If there are no leads in the event already, scroll down to the panel near the end of the grid of options where you can tap the Upload a File… button. If there is a list of leads already in the event, choose Upload Leads from the Actions dropdown to reveal the upload dialogue.

Figure 1: Scroll down and choose Upload a File… to upload leads into an empty event

Figure 2: Alternatively, select Actions > Upload Leads to upload additional leads into an event that contains leads already

We provide a link to an example CSV file you can download, empty and modify if you wish.

Select a CSV file to start the upload.

The following screen will show you a series of drop downs for each form field. Map fields you wish to import. You must map Email and Full name (or First name and Last name), otherwise you will see an error when you try to import as these are required.

For all other values, you can either Discard the data, or map it to an existing form field.

Press Import, and the values will be imported and added to your event.

What are the field requirements and validations done on leads being uploaded?

Each lead in the spreadsheet you upload must contain at least:

• A full name (or a first name and last name)

• A valid email address

Any lead that does not contain this data will not be imported during upload (it will be excluded, while other valid leads are imported).

You can upload and map data against any of your event’s form fields, however we won’t run any form rules, logic checks or validation on data in those columns, so it is very important you check all the values before you import.

For example, if there is a required field set in the form, to which you map to a column in the imported spreadsheet, but you leave the value empty in the uploaded spreadsheet, that empty value will be imported and stored. You will not be notified, even though that would have been prevented by validation checks if you tried to submit it via the app.

How should I provide data for fields that accept multiple values and checkboxes?

Radio buttons by their nature can only be set to have a single value, so these require you to upload a text value that exactly matches one of the values you entered in the events form builder (capital letters and spaces matter). We advise you copy and paste the value from the form builder if you are uncertain.

For all fields that accept multiple responses like checkboxes, the selected responses should be separated with a single comma, with no white space between.

If the checkbox only has one value, use TRUE (or 1) to set as checked, or FALSE (or 0) to set as not checked.

If you’ve configured the field to work with a different key using the semi-colon method e.g. United Kingdom;UK - you must instead only use the value on the right hand side of the semi-colon, and not the text value to the left hand side of the semi-colon.

We recommend you check over values in your CSV file for extra spaces and tabs that shouldn’t be there if you are having trouble importing a file or getting values to upload and set the right value.

If you don’t observe these rules, you will see that the value will not be set when you go to review the imported lead in the Dashboard. Any incorrect value will still have been stored inside the Event, and you will still see it in any export file you create.

Will you de-duplicate or merge records on import?

We do not create duplicates, and we won’t merge records when you import a CSV.

For example, if you import the same spreadsheet of 10 leads twice, you will see 20 leads listed inside the event, and it will trigger all your integrations and emails again each time you run the import.

Can you upload leads into check-in enabled events?

For check-in enabled events, you can upload Pre-registration data rather than leads.