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Event Espresso Importer questions

Posted: July 27, 2021 at 2:07 pm

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tbex

July 27, 2021 at 2:07 pm

Trying this for the first time. I have done my 5 record test and have several questions.

1. Step 2 of the import process has a question with a drop down box. TICKET*

It appears that you need a separate import for every ticket type including early bird tickets or any kind of discount to make sure the ticket shows as paid in full, not pending payment or overpaid correct?

2. Step 4 Map CSV Columns shows two columns with field titles on the left and drop down boxes on the right.

Are the filed titles pulled from the new event we are importing data into, or are those coming from our CSV file?

I am asking because numerous columns that exist in both show no option to populate the data.

For example, the first column is titled EVENT. There is no drop down option to populate this field even after I renamed a column in my csv fie to say EVENT.

It looks like the only fields that can be populated in this process are the question groups that are turned on in the new event I am importing the file into. Is this correct?

3. Is it possible to complete the data in these other missing fields after the import?

4. Can I delete these test records without messing up the accounting in my event?

Thank you EE team.


Tony

  • Support Staff

July 28, 2021 at 9:05 am

Hi there,

1. Step 2 of the import process has a question with a drop down box. TICKET*

It appears that you need a separate import for every ticket type including early bird tickets or any kind of discount to make sure the ticket shows as paid in full, not pending payment or overpaid correct?

Correct, the attendee importer imports the rows within the CSV onto the Event and Ticket specified, if you have various ticketing types in the data you need to import then you’ll need to separate those rows out and import them separately (such as a CSV for the Early bird ticket, another for ‘standard’ tickets etc)

2. Step 4 Map CSV Columns shows two columns with field titles on the left and drop down boxes on the right.

Are the filed titles pulled from the new event we are importing data into, or are those coming from our CSV file?

The field titles shown on the left should be your CSV column names, the dropdowns are the EE registration form questions assigned on the event you are importing them to.

I am asking because numerous columns that exist in both show no option to populate the data.

For example, the first column is titled EVENT. There is no drop down option to populate this field even after I renamed a column in my csv fie to say EVENT.

So the importer is showing an ‘Event’ field to map (meaning it’s pulling the column from your CSV) but you don’t none of the options in the dropdown relate or nothing at all shows?

Just to note, as your importing registrations onto a specific event with the importer it doesn’t then allow you to select which event that attendee should be imported to if that’s what you are trying to do?

It looks like the only fields that can be populated in this process are the question groups that are turned on in the new event I am importing the file into. Is this correct?

Correct, the importer is importing registrations onto the event you selected so it shows the fields related to that event.

3. Is it possible to complete the data in these other missing fields after the import?

Which missing fields?

4. Can I delete these test records without messing up the accounting in my event?

You can but you need to manually remove any payments created on the transaction first and then remove the registrations.

I would recommend creating a test event to test the importer on first so you can follow what is happening.

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