How To Upload A Roster

Go to the Event.

Click the Manage dropdown within the Roster section.

Click Import Attendees.

Import Attendees: One-time and Multiple Session Events

On the import attendees screen, you will find a Sample Import File- you can download that file to fill in for the upload or you can create your own file. The file must be saved as a CSV file for the upload. (Please note that you should only add individuals who attended the training on the file for the upload- the system will automatically mark them as attended when they are uploaded.)

To begin the import, click the Select File.

From the saved files on your computer, choose the correct CSV file.

Match the imported field column that is listed on your CSV file to the field match in the system.

You must choose a minimum of 3 fields to continue with the upload. We highly recommend Registry ID, First Name, and Last Name.

After the fields are chosen, click Import Data.

Select Yes to import attendees. Then click OK once the Roster has been updated.

The import results section will show you the number of individuals that were matched and the number of individuals that were not matched.

You can select the Import Results button to download the file that will show you which individuals were matched, and which individuals were not.

On the downloaded file, you will see the Matched Registry ID’s listed on the last column. The unmatched individuals will not have a Registry ID listed.

You can double check and update the information and reupload the CSV file to match the previously unmatched attendees.

NOTE: Only the attendees that were not previously matched will be added to the roster, the system will not create a double attendance record.

To access the roster, click the Manage Roster This will allow you to double-check the attendance.

The attendees will be added to the roster and marked as attended. If the event is self-paced, the date of completion will be listed under the attended column.