Use this feature to import sets of match attendees. The system will create individual, downloadable meeting lists for each attendee, including details of who they are meeting, at what time and at which location. 

Before reading this article, please read our other article on using spreadsheets to import data in bulk to familiarise yourself with the process.


Before importing data, make sure you have added the following to the system:


You have 2 main options:

  1. Add a set of matched attendees and allow the system to assign meeting times to each match

  2. Add a set of matched attendees with pre-assigned meeting times 

For each option, you can also specify the meeting location for any match.


Option 1: Allow the system to assign meeting times

  1. Download our spreadsheet template. For each record, add the email addresses of the Booker and Requestee into the first 2 columns of the template.  

  2. If you wish to specify a meeting location for some or all of the matches, add this to the 5th column (meeting_point). If you have added fixed meeting points, you do not need to carry out this step.

  3. Save the file, the name doesn't matter as long as you know where it is saved.

  4. Navigate to the Import tab. Click 'Meeting import' in the right menu.

  5. Click 'Choose File' and find where you saved the filled in spreadsheet template.

  6. The system will carry out a preliminary check for errors and clashes. These will be displayed in a notification bar, including the spreadsheet lines where they occurred. Correct any lines that have triggered an error, then go back to Step 4 to re-import. If you have already imported some meetings, the ‘Import new meetings’ button may appear. Select this instead.

  7. Click Create all meetings. The system will take a few minutes to process these.

  8. The page will update when the meetings have been created. This page will report any meetings that could not be created, including details. 

 

Option 2: Add a set of matched attendees with pre-assigned meeting times

  1. Download our spreadsheet template

  2. For each record: 

  • Add the email addresses of the Booker and Requestee into the first 2 columns of the template.

  • If your event spans more than one day, add the day to the 3rd column (day).
    You must enter 1, 2, etc., do not enter the day or date. For example, if the meeting will take place on the first day of the event, you would enter '1' into the cell.

  • Add the start times of each of their meetings to the 4th column (start_time).
    You must use one of the following formats: 13:00 or 01:00PM

  1. If you wish to specify a meeting location for some or all of the matches, add this to the 5th column (meeting_point). If you have added fixed meeting points, you do not need to carry out this step.

  2. Save the file under a name and location you can easily find, then click 'Choose file' under Meeting import.

  3. The system will carry out a preliminary check for errors and clashes. These will be displayed in a notification bar, including the spreadsheet lines where they occurred. Correct any lines that have triggered an error, then select ‘Import meetings from a file’ (linkout to [event_url]/importmeeting/loadfile) and re-import.

  4. Click Import all meetings. The system will take a few minutes to process these.
    If you have already imported some meetings, the ‘Import new meetings’ button may appear. Select this instead.

  5. The page will update when the meetings have been created. This page will report any meetings that could not be created, including details.