• All Files

Import the Attendance File

After your event is over, you should import the attendance file to update the partner records to show they attended the event. Before you import the file, make sure it is:

  • Either a CSV or delimited TXT file.
  • The field names are in the first row.
  • Each record must have a Partner ID and SKU (Event Activity ID) for the event.

To import the attendance file, open the event record in Aegis CRM, select the Tickets tab, click Import Event Attendance File, and then follow these steps:

  1. Click Select Import File to locate and upload the file.
  2. Click Submit Import Job.

Any partner records that have been previously marked as attended and those not previously registered for the event will not be included in the import.

 

 
 

Copyright ©2017 Aegis Premier Solutions