While creating and editing Event App feature items or attendees one-by-one in the Webex Events platform is easy, it can be time consuming if you need to add a lot of information. To save yourself some time, use our import templates to add lots of new content quickly and simply. Need to update or reorder a lot of existing data? No problem! Simply export that data and import it with your changes. 👍
This article provides general import guidance and instructions on downloading templates for new data, exporting existing data for editing, and importing both new and edited data.
General import guidelines
Before you start importing content, read these tips to help you import successfully. 👍
Carefully read the 'Instructions' sheet in the import template and revisit it often. It includes import instructions, column explanations and examples, important notes, and more.
Download a new template each time you need to import data to ensure you're using the most up-to-date version. If our product team has updated the template since the last time you downloaded it, your import might fail.
Two items can't have the same Name and Label or Subtitle.
When editing data you exported from Webex Events, never change the 'Unique Identifier column'.
The 'Image' column requires a URL (link) to an image hosted online. Use the Webex Events Uploader to host images and generate URLs, or use your favorite file hosting tool.
Ensure that any Internal Links you want to add are connected to already existing feature content. For example, you must add your speakers to the Speakers feature before internally linking them to a session via import.
If you're adding an External Link using the Phone Number, Email Address, or Website columns, the associated Label field is required.
If you receive any error messages, read them carefully to learn how to locate and resolve the errors. They provide details about what happened, and they include the exact cells or sheets that caused each error. Refer to our common import errors article for help resolving errors.
Event App features with export and import capability
Features you can export
Features you can import
Registration, Onsite, and Lead Retrieval imports
In Registration, importing attendees and promo codes can save lots of time. In Onsite, import attendees if you're not using Webex Events Registration. In Lead Retrieval, import a list of exhibitors that will use the Lead Retrieval App at your event if you're not using Exhibitor Purchase Forms.
Download a template to import new data
If you simply want to add brand new attendees or feature data to your Event, we provide templates that include instructions and examples to help you format your data correctly.
When editing any of the features or products mentioned above, click the Import button. In the modal that appears, click the Download button.
If necessary, authorize the download in your browser, then open the .xlsx file on your device.
💡 Keep in mind, if you're importing new attendee data and you've previously imported some attendees, only include the new attendees in the import to avoid accidentally duplicating attendees.
Export attendees or items to edit them
If you need to make changes to attendees or feature items already in your Event, you must export the data first. Exported items include the 'Unique Identifier' column, which is what Webex Events uses to update existing data instead of duplicating it.
Use the check boxes to select the items you need to update, or click the box at the top of the list to select them all. Next, click the three-dot (⋯) icon beside the 'Search' field and click Export.
A notification pops up letting you know that the system is preparing your file. When the export is ready, a new notification appears. Click the Click here to download link to download the file.
If you missed the notification, don't worry! Simply click the bell icon at the top right corner of the screen to review all your past notifications.
Open the .xlsx file on your device. This file is an exact copy of the feature template, and it contains all the data you exported along with a new 'Unique Identifier' column.
⚠️ Caution! Never edit the 'Unique Identifier' for any item. This identifier is how Webex Events updates existing data instead of duplicating it when you import the file.
Make changes and import
Both the import templates and export files contain an Instructions sheet, and one or more other sheets where you'll enter or edit information. Read the instructions carefully and review the Column Examples section if you're unsure how to format data or which data belongs in which column.
💡 Keep in mind, the order of items in the spreadsheet is the order they'll be in when you import them. Make sure to sort the spreadsheet based on the correct column so that the order is correct after import.
💡 Keep in mind, when importing Attendees, the character limit for the Summary field is 250 characters. The upload will fail if any cell in this column has more than 250 characters.
Description text formatting
Use the following standard HTML tags in any Description cell so the text is formatted accordingly after it's imported into Webex Events.
⚠️ Caution! Don't use HTML formatting on any elements except Description fields.
Headings: <h1>text here</h1> <h2>text here</h2> etc.
Bold: <strong>text here</strong>
Italic: <em>text here</em>
Underline: <u>text here</u>
Line break: <br>
Paragraph: <p>paragraph here</p>
Color: <span style="color: rgb(255, 255,0);">text here</span> Change the rgb value to your desired color, or use a hex color.
Background color: <span style="color: rgb(0,138, 0); background-color: rgb(68, 68,68);">text here</span> Change the rgb value to your desired color, or use a hex color.
Ordered list (numbered): <ol><li>first item text here</li><li>second item text here</li>/ol>
Unordered list (bullets): <ul><li>first item text here</li><li>second item text here</li>/ul>
Hyperlink: <a rel="noopener noreferrer"href="https://examplelink.com "target="_blank">anchor text here</a>
Image: <img src="https://imagelink.com">
Below is an example of text formatted via upload.
When you've filled in or edited all the necessary information and are ready to import, save the file.
⚠️ Caution! Don't change the name of the file or remove any columns or sheets.
While it's possible to set up Internal Links when importing data, you must do so carefully to avoid import errors. To help you understand the process, let's use the example of linking Sessions to Speaker profiles.
Since at least one of the features to be linked and its items must already exist in the Event App, start by uploading Sessions. We recommend importing data from most to least complex. In this example, it's likely you'd import Sessions first.
After adding all of your Sessions to the Event App, download the Speakers template as described earlier.
Fill in the data for your speakers. Since we already added the Sessions, the 'Agenda' column appears in the Speakers template. To link a speaker to a Session, simply enter the Session name in the 'Agenda' column, exactly as it appears in the Webex Events platform.
After adding all necessary information, save the file and import it. After the import is complete, the Sessions and speaker profiles will be internally linked!
Import the file
Back on the page you downloaded the template or exported data from, click the Import button. In the import modal under the 'Upload your file' step, click Select file or drag and drop the file into the gray box.
A notification pops up letting you know that the system is preparing the file for upload. While the file is processing, you can continue to work on other aspects of the Event. After the file has finished importing, either the "It's Done!" message, or the "Oops!" message appear.
If there were errors during the import, click the View Error Report button to review a detailed description of what went wrong and the exact cell that caused the error, when relevant.
💡 Keep in mind, if there's an error during import, no data from the file will be uploaded. Data is only added after an import with no errors.
Once you've fixed the error, simply try the import again! If you need help with import errors, refer to our helpful article about fixing common import errors. Chat with our amazing support team for further help.
Now you know how to export and import data into your Webex Event!
Questions? Chat Us or Email email@example.com