Bulk Importing Ticket Purchases and Registrations
One of the ways PheedLoop makes managing hundreds or even thousands of registrations easier is through bulk importing. If your organization is relying on a third party registration system, you can export those registrations as a CSV file and upload them to the Event Dashboard. This effectively serves the same purpose as the attendee entering the event website and registering for the event.
Please note, uploading registrations should only be done if registration and tickets are an integral part of your event. In most cases, importing attendees with tags should suffice. For instructions on how to import attendees, please review our Importing Attendees into an Event article.
In this article, we will discuss how to bulk import registration orders and ticket purchases. Please note, it is always advised to import orders first before ticket purchases. This is because ticket purchases require an order to be associated with them.
Bulk Importing Registrations
- From the Event Dashboard, navigate to Registration > Orders
- Select the Upload button
- Select Download Template
- Add the relevant information to your CSV file
- The Registration Category code and Ticket code can be found by downloading the ticket CSV in the Tickets page and copying the relevant code in the code and the registration_categories
column respectively.
- The Registration Category code and Ticket code can be found by downloading the ticket CSV in the Tickets page and copying the relevant code in the code and the registration_categories
- Save the file and uploaded it by selecting the Drag and drop some files here, or click to select files button
Headings For the Registration Orders Upload Template
The email of attendee belonging to the order. | |
first_name | The first name of the attendee registering for the event. |
last_name | The last name of the attendee registering for the event. |
organization | The organization of the attendee registering for the event. |
title | The title of the attendee registering for the event. |
designations | Any designations belonging to the attendee registering for the event. |
pronouns | Enter the preferred pronouns of the individual under this column. |
address_line_1 | The street address belonging to the attendee registering for the event. |
address_line_2 | The apartment or suite number belonging to the attendee registering for the event. |
address_city | The city the attendee resides in. |
address_state | The state the attendee resides in. |
address_zip | The zip code the attendee resides in. |
address_country | The country the attendee resides in. |
address_phone | The phone number belonging to the attendee registering for the event. |
notes | Any internal notes the administrator wishes to attach with the registration order. Notes will not appear publicly to the attendee. |
ticket_codes | Enter any tickets codes to assign to the registration. Ticket codes can be downloaded by selecting the download icon under Registration > Tickets in the Code column. For more information, please review our Getting Started with Registration article. |
registration_category | Enter the registration category to assign to the registration. Registration category codes can be downloaded by selecting the download icon under Registration > Tickets in the registration_categories column. For more information, please review our Getting Started with Registration article. |
Bulk Importing Ticket Purchases
- From the Event Dashboard, navigate to Registration > Ticket Purchases
- Select the Upload button
- Select Download Template
- Add the relevant information to your CSV file
- The Registration Code can be found by selecting the order and copying the code under the Registration Details section. Alternatively, you can use the Code field for the Registration custom report.
- The ticket code can be found by downloading the ticket CSV in the Tickets page and copying the relevant code in the Code column.
- Save the file and uploaded it by selecting the Drag and drop some files here, or click to select files button
Headings For Ticket Purchases Upload Template
email
|
The email of attendee belonging to the order.
|
first_name
|
The first name of the attendee registering for the event.
|
last_name
|
The last name of the attendee registering for the event.
|
organization
|
The organization of the attendee registering for the event.
|
title
|
The title of the attendee registering for the event.
|
designations
|
Any designations belonging to the attendee registering for the event.
|
pronouns | Enter the preferred pronouns of the individual under this column. |
ticket_code
|
Enter any tickets codes to assign to the registration. Ticket codes can be downloaded by selecting the download icon under Registration > Tickets. For more information, please review our
Getting Started with Registration article.
|
registration_code
|
Enter the registration code that you created under
Registration >
Orders to assign to the registration. The Registration Code can be found by selecting the
View Column button and toggling on the
Code checkbox. Alternatively, you can use the
Code field for the
Registration custom report.For more information, please review our
Getting Started with Registration article.
|