How to upload contacts with roles other than attendee, reviewer, administrator and contact?

To upload contacts with roles other than the default contact role, or the attendee, reviewer and administrator, please do the following:


  1. Go to Import Contacts > Update Contacts tab

  2. Download the sample file and open it in your spreadsheet

  3. In the file, locate the "Assign new role" column

  4. Enter the ID of the role you wish to assign to the contacts in the file (you can only assign one role to contacts in a single import)

  5. Save file in CSV format and re-import it into the system by going to Import Contacts > Update Contacts tab


Notes:

If you upload a contact with an email address that is already in the system using the Import Contacts tab, it would be ignored by the system.

If you upload a contact with an email address that is already in the system using the Update Contacts tab, it would be updated by the system. Duplicates are not created in any case.

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Jan 16, 2022 06:33 AM

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