Live Event Virtual Hosting Approved List Creation

Creating an Approved list using Microsoft Excel and to be able to save out this list as a CSV, Comma Delimited file that will be saved to the local computer and then uploaded into Registrix.

Using Microsoft Excel, you can import a file from IT that has a collection of account, or extract from a CRM a list of persons that can be imported into Registrix.  Excel will be the application that contains all the listings of the accounts.  There should be no blank rows.

The first row in the spreadsheet must be the header row.  The headers must be used exactly as specified.  The order of the headers does not matter, and there should be no blank columns.  Blank columns will result in extract commas in the export file.

The email should be properly formatted.  Registrix will not alter the information in this column.

Column one in the Microsoft Excel Spreadsheet MUST be the header row.  Without a header row, the system will not generate a file that can be uploaded.  The only mandatory column is email, all other columns are optional

Valid Header columns are as followed:

email

Required

Email address (no spaces between letters)   Max 125

accesscode

Optional

Assign a code for the viewer to enter when they sign in  max 10

fname

Optional

First Name  max 50

lname

Optional

Last Name  max 70

suffix

Optional

Suffix max 20

company

Optional

Company max 100

title

Optional

Title max 100

address1

Optional

Address Line 1 max 100

address2

Optional

Address Line 2 max 100

city

Optional

City max 50

state

Optional

State max 50

postalcode

Optional

Postal Code (Zip Code) max10

country

Optional

Country max 20

Save your Excel Document as a regular Excel workbook.  Now you will need to perform a Save-As

In Microsoft Excel, Click on File, then save-as – Locate the Save as Type called “CSV (Comma delimited) (*.csv)”

Click Save after giving the file the name and location on your local hard drive.

Click on Yes to keep the format and to save the file.  Before uploading the file, close this document by clicking on File, Close.

The next step is to upload the file to Registrix.  Open your web browser and log into the management portal of Registrix.

On the left side menu, click on Approved Lists, the Upload CSV.

Select the Group that you want this list to be attached to.  Then select if you want to Append to this group, or Replace all accounts in the group.  If you select Replace, all active approved accounts will be deleted.  If you choose Append, then any new account on the list will be added to the group.  Registrix does attempt to perform duplication testing on the email account when uploading.

Click on the Drag and drop a file or click here and browse to the CSV file that you have saved locally from Excel.

The center box will then have a CSV logo in the middle.  If this was the incorrect file, click on the Remove located to the upper right.

Click on the Green Upload button to start the process.  At the end of the process you will see a results box

Click on Close to be completed with the upload process.