{* +--------------------------------------------------------------------+ | CiviCRM version 3.1 | +--------------------------------------------------------------------+ | Copyright CiviCRM LLC (c) 2004-2010 | +--------------------------------------------------------------------+ | This file is a part of CiviCRM. | | | | CiviCRM is free software; you can copy, modify, and distribute it | | under the terms of the GNU Affero General Public License | | Version 3, 19 November 2007 and the CiviCRM Licensing Exception. | | | | CiviCRM is distributed in the hope that it will be useful, but | | WITHOUT ANY WARRANTY; without even the implied warranty of | | MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. | | See the GNU Affero General Public License for more details. | | | | You should have received a copy of the GNU Affero General Public | | License and the CiviCRM Licensing Exception along | | with this program; if not, contact CiviCRM LLC | | at info[AT]civicrm[DOT]org. If you have questions about the | | GNU Affero General Public License or the licensing of CiviCRM, | | see the CiviCRM license FAQ at http://civicrm.org/licensing | +--------------------------------------------------------------------+ *} {htxt id='upload'}
{ts}Files to be imported must be in the 'comma-separated-values' format (CSV). Most applications will allow you to export records in CSV format. Consult the documentation for your application if you're not sure how to do this.{/ts}
{ts}Participant import data MUST include the following columns:{/ts}
{ts}Valid values for Status and Role can be found in the CiviEvent section of the Administer CiviCRM screen. You can also import Fee Level, Registration Date and any other standard or custom Participant fields.{/ts}
{ts}Participant import requires that each person, household or organization already exists as a contact record in your CiviCRM database. If you need to import participant information for contact records which haven't been added to CiviCRM yet - you will do this in 2 steps. First, use Import Contacts to add the contact records. If possible, include a unique 'External ID' for each new contact which you can then use to match participant info such as event registration to the corresponding contact record. Then return to this screen and import the participant records.{/ts}
{ts}Participant import files must contain data needed to match the participant to a contact record in your CiviCRM database. This 'matching' can be handled in several different ways:{/ts}
{ts}Save the CSV file with your participant data and 'contact matching' data to your local hard drive (or an accessible drive on your network) - and you are now ready for step 1 (Upload Data).{/ts}
{/htxt} {htxt id="id-onDuplicate"}{ts}For each import, you can either INSERT new participant records, or UPDATE existing records during the import session. If you are UPDATING existing records (to update participant status after an event, for example), you will need to include a column containing the unique CiviCRM-assigned participant ID to match to the existing record. This value is included whenever you Export participant records from Find Participants.{/ts}
{/htxt}