Importing and exporting attendees for your event - Zoho Backstage

Attendees

View attendee list

View all the attendees who have registered to your event. You can also view and edit their ticket details and profile information right from Registrations.
 


  1. Go to Registrations > Overview > Attendees from the dock.
  2. All the attendees who have registered to your event will be displayed along with their ticket information.
  3. Click the Search button to open filter options at the top of the table. From here, you can find specific attendees based on their details or information they've filled out in the registration form.
  4. Optional: Click the Include order details toggle at the top of the page to display the billing address information collected during registration

View an attendee's profile

 

  1. Go to Registrations > Overview > Attendees from the dock..
  2. Click the dropdown for an attendee and click the View option. The Attendee Profile panel will display.
  3. Click the Attendee details tab to view general details of the attendee and ticket information.
  4. Click the Form responses tab to view any information the attendee has submitted in forms created for the event and displayed on the website.

Note: 
The Form responses tab can also be accessed in the following places:
  1. Event Day: Go to the Event Day > Event Check-In and click the dropdown menu for an attendee and select the View profile option.
  2. Attendees tab: Go to Registrations > Overview > Attendees and click the menu icon for an attendee and select the View option.
  3. Orders tab: Go to Registrations > Overview > Orders and click the View attendee details link for an attendee.
 

Edit an attendee's profile



  1. Go to Registrations > Overview > Attendees from the dock.
  2. Click the  icon that is associated with an attendee.
  3. Click Edit for an attendee. The Attendee Profile panel will display.
  4. Modify the profile details as necessary. Form responses can also be edited in the Form responses tab.
    Note: Changing the email address will reassign the ticket to the individual who owns that specific email address.
  5. Click Save.

Note: You can also edit the attendees profile in the Orders tab. Expand the order and click the Edit link for a ticket and the associated attendee's profile will be display, which can be edited.


Import attendee list 

Migrate attendees from a ticketing service by uploading the attendee list onto Backstage.




  1. Go to Registrations > Overview > Attendees from the dock.

  2. Click the Import  button. The Import attendees  panel will be displayed with the Configure section selected.
  3. Import your attendee list from your local system or the attendee list file you exported from any other ticketing service. The uploaded file will be displayed in the Upload file section.
    1. Click the Change link to select a different file.
    2. Click the Delete link to remove the file.

  4. Select the Auto-generate ticket ID checkbox in the Import preferences section if you want the ticket IDs and order IDs in your file to be ignored and new ones to be automatically generated.
  5. Set up emails to be sent to the attendees once they are imported by selecting the options in the Email preferences section.
    1. Select the Send welcome email  check box if you want to share event details.
    2. Select the Send Ticket PDF check box to attach respective tickets in the same email.
  6. Click the Next  button. The Map fields section will be selected. All the form fields from the registration form in Backstage will be displayed on the left and any matching column headers from your uploaded spreadsheet will be automatically selected and displayed on the right. This mapping can be changed if it is incorrect.
  7. Check or remap Backstage form fields to spreadsheet column headers by selecting options from the dropdown fields on the right.
  8. Click the Next button. The Review section will be selected. The status for file mapping will be displayed. If there are any unmapped fields, they will be ignored during import.
  9. Click the Import button. The Summary section will be selected. The number of fields that are imported or not imported will be displayed.
    1. If any field is not imported, follow the prompts given for each field and update the information in your spreadsheet before importing the file again.
  10. Click  Done.

Note:
  1. Before you begin importing, ensure that your spreadsheet has information for the necessary fields in your event's registration form on Backstage to avoid any errors when mapping fields or importing the file. 
  2. You can download a sample file from the Import attendees panel and use the data in this file as a reference to see if the format for attendee information on your spreadsheet is correct.
  3. When importing attendees, you can enter the ticket price in the import spreadsheet. If no ticket price is specified, you can choose to automatically assign the price as per the ticket class, set price to 0, or skip the attendee record completely. If these tickets need to be canceled or refunded later, you can manage the order status in Backstage from the Registrations tab. Refunds, if any, must be processed offline.
  4. Attendees who are imported into Backstage can also receive a PDF copy of their badge if you've designed badges for your event. Enable the  Attach badge PDF  option in the  Send Registration Details  email under Communicate > Emails > Automated Emails   tab to send it.

Supported file formats

XLS            XLSX            CSV            
 

File size limit

Less than 20MB
 

Export attendee list

Export a password-protected copy of your attendee list containing their profile and ticket information. Custom lists such as the list of attendees who have checked into the event or attendees who are canceled their tickets can be exported by selecting the respective filter in the search bar at the top of the page and then exporting the search results.  




  1. Go to Registrations > Overview > Attendees from the dock.
  2. Click the  Export button in the top-right.
  3. Select the type of list in the  Type dropdown.
  4. Optional: Select the  Protect the file with a password checkbox and enter it in the  Password text box.
    Note:  Ensure that you remember this password, as Backstage will not store it.
  5. Choose the format for the spreadsheet.
  6. Click  OK .
 

Export file formats

XLS            XLSX            CSV

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