How to bulk upload exhibitors.
Before you start:
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.
3. Download the XLXS Template:
- Click on the provided link to download the Excel template in XLXS format.
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.