Add Exhibitors - Bulk Upload

How to bulk upload exhibitors.


1. Navigate to the Exhibitors Page:

  • Log in to your portal.
  • Select the relevant Show.
  • In the left menu, find and click on "Exhibitors."

2. Click 'Bulk Upload':

  • Once on the Exhibitors page, locate and click on the "Bulk Upload" option.

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3. Download the XLXS Template:

  • Click on the provided link to download the Excel template in XLXS format.

    image-png-2

4. Fill in the Template:

  • Open the downloaded template.
  • Review the headers in Row 1 to understand data requirements.
  • Refer to Row 2 for tips on filling in the data.
  • Use Rows 3 - 6 for example data.
  • Delete data from Rows 2 - 6, but ensure Row 1 remains unedited.
  • Custom Exhibitor Fields will start from Column 'N'.

Warning: All required fields must be completed.

Warning: Ensure Build/Persona Types and Packages match existing text formatting added in Settings.

Tip: Use CTRL+H to find and replace unwanted spaces around email addresses.

5. Save your file:

  • Save the filled template as a 'CSV UTF-8' (.csv) file.

7. Upload your File:

  • Press the 'Upload File' button on the portal.
  • Select your saved .csv file.

8. Error Checking:

  • The system will check for errors.
  • If errors are found, details including Row and Column will be indicated.
  • Update the file accordingly and try uploading again.

9. Review and Submit:

  • If no errors, press 'Review and Submit.'
  • Preview your exhibitors' details.

10. Final Steps:

  • Press 'Back' to upload a different file if needed.
  • Press 'Submit' to complete the import process.

Note: Exhibitors will not be invited automatically, they will be loaded in a 'Not Invited' state; refer to the 'How To Invite Exhibitors' article to invite them.