Plan your event

Import invitations, meals, and sessions

Start with the downloadable spreadsheet for the type of information you want to import.

1. Download the template from the relevant import control. Read its instructions and example rows.
2. Replace examples with your own data. Keep column headings unchanged. Invitation templates use separate First name and Last name columns and require email.
3. Upload the completed file. Review validation messages and correct incomplete or invalid rows before importing.
4. For invitations, choose immediate, scheduled, or manual delivery. For meals and sessions, check the imported options in Setup.