How to Download and Batch Upload Registrant list from one year to the next (for recurring/RSS activities):

How to Download and Batch Upload Registrant list from one year to the next (for recurring/RSS activities):

  1. Run a Person Ad-Hoc report -  Reports > Run Reports > People > Ad-Hoc Report 
    • Under Assigned People Filter:
      • Assigned Role  - Select ActRegistrant role
      • Select RSS activity under Activity field
        Activity Relationship  =  Activity, Member or Reviewer
    • Under Step # 2, select the fields needed to identify the user and click on 'Run Report'.
      • first name
      • last name
      • email
      • Primary Profession


        Note: Ad-hoc reports don't have an onscreen display of the results.

  2. Click on 'Download Report'

  3. Format the report to match the  Attendance template available under Activity Dashboard > Import Data > Template - Attendance

4. Then, select the Import type =  Attendance ; Click on 'Choose File' and select the formatted repot of the Registrants and click submit to import the file.

 

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