GlotPress

The Event Summary table provides a summary of up to ten scheduled and recent <strong>Events</strong>. Click the <strong>Event name</strong> to view the event as it will be displayed to site visitors. Click the <strong>Participants count</strong> to see a list of participants. To run your own customized searches - click <a href='%1'>Find Participants</a>. You can search by Participant Name, Event, Date Range and Status.

The Event Summary table provides a summary of up to ten scheduled and recent <strong>Events</strong>. Click the <strong>Event name</strong> to view the event as it will be displayed to site visitors. Click the <strong>Participants count</strong> to see a list of participants. To run your own customized searches - click <a href='%1'>Find Participants</a>. You can search by Participant Name, Event, Date Range and Status.

You can also input and track offline Events. To enter events manually for individual contacts, use <a href='%1'>Find Contacts</a> to locate the contact. Then click <strong>View</strong> to go to their summary page and click on the <strong>New Event</strong> link. You can also <a href='%2'><strong>import batches of participants</strong></a> from other sources.

You can also input and track offline Events. To enter events manually for individual contacts, use <a href='%1'>Find Contacts</a> to locate the contact. Then click <strong>View</strong> to go to their summary page and click on the <strong>New Event</strong> link. You can also <a href='%2'><strong>import batches of participants</strong></a> from other sources.

CiviEvent allows you to create customized page(s) for constituents to learn about events and optionally register online. You can create <a href='%1'><strong>new events</strong></a> and <a href='%2'><strong>manage existing events</strong></a>.

CiviEvent allows you to create customized page(s) for constituents to learn about events and optionally register online. You can create <a href='%1'><strong>new events</strong></a> and <a href='%2'><strong>manage existing events</strong></a>.

Event Dashboard

Event Dashboard

Total rows (participant records) in uploaded file.

Total rows (participant records) in uploaded file.

If you are UPDATING existing participants, you will need to include a column containing the unique CiviCRM-assigned participant ID to match to the existing participant record.

If you are UPDATING existing participants, you will need to include a column containing the unique CiviCRM-assigned participant ID to match to the existing participant record.

If you are INSERTING new participant records, you will need to include a column in your data file containing the values used to link the event registration to an existing contact. You can use the 'Internal Contact ID', an 'External Identifier' (if you are using those in your contact records), OR the property defined in your Unsupervised Duplicate Matching rule (which is Email Address by default).

If you are INSERTING new participant records, you will need to include a column in your data file containing the values used to link the event registration to an existing contact. You can use the 'Internal Contact ID', an 'External Identifier' (if you are using those in your contact records), OR the property defined in your Unsupervised Duplicate Matching rule (which is Email Address by default).

For each import, you can either INSERT new event registration (participant) records, or UPDATE existing records. You can not do both types of operations in a single import session.

For each import, you can either INSERT new event registration (participant) records, or UPDATE existing records. You can not do both types of operations in a single import session.

Save the CSV file with your participant data and 'contact matching' data to your local hard drive (or an accessible drive on your network) - and you are now ready for step 1 (Upload Data).

Save the CSV file with your participant data and 'contact matching' data to your local hard drive (or an accessible drive on your network) - and you are now ready for step 1 (Upload Data).

You can include a column with each contact's <strong>Internal Contact ID</strong>. This is the unique ID assigned by CiviCRM which is displayed at the bottom of the Contact Summary screen - and can be exported.

You can include a column with each contact's <strong>Internal Contact ID</strong>. This is the unique ID assigned by CiviCRM which is displayed at the bottom of the Contact Summary screen - and can be exported.

If you've stored a unique <strong>External Identifier</strong> for each contact in CiviCRM, you can include that value as a column in your import file. Participant data will then be matched to contact records using their External ID. Please note that you must use an "On Duplicate Entries" setting of "Skip" or "No Duplicate Checking" to be able to upload using the External ID field.

If you've stored a unique <strong>External Identifier</strong> for each contact in CiviCRM, you can include that value as a column in your import file. Participant data will then be matched to contact records using their External ID. Please note that you must use an "On Duplicate Entries" setting of "Skip" or "No Duplicate Checking" to be able to upload using the External ID field.

Participant import files must contain data needed to <strong>match the participant to a contact record in your CiviCRM database</strong>. This 'matching' can be handled in several different ways:

Participant import files must contain data needed to <strong>match the participant to a contact record in your CiviCRM database</strong>. This 'matching' can be handled in several different ways:

Matching Participant Data to Contacts

Matching Participant Data to Contacts

Participant import requires that each person, household or organization already exists as a contact record in your CiviCRM database. If you need to import participant information for contact records which haven't been added to CiviCRM yet - you will do this in 2 steps. First, use <strong>Import Contacts</strong> to add the contact records. If possible, include a unique 'External ID' for each new contact which you can then use to match participant info such as event registration to the corresponding contact record. Then return to this screen and import the participant records.

Participant import requires that each person, household or organization already exists as a contact record in your CiviCRM database. If you need to import participant information for contact records which haven't been added to CiviCRM yet - you will do this in 2 steps. First, use <strong>Import Contacts</strong> to add the contact records. If possible, include a unique 'External ID' for each new contact which you can then use to match participant info such as event registration to the corresponding contact record. Then return to this screen and import the participant records.

Contact Records for Event Participants

Contact Records for Event Participants