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virada

Bulk uploading event participants

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Hi! Is there a way to bulk upload an event registration spreadsheet all at once so that the already existing contacts are tagged as having attended the meeting/event and that new contacts are created and also tagged as attended? Our CRM is set up that we log these events as a type of Communication. Other types include emails, or one-on-one meetings. I believe prior we did a manual data entry one by one for all types of Communications.Thank you.

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  • +1
    verified answer

    So standard CRM only allows for data uploads of Companies, Individuals and Leads. So standard solution, NO!

    However you could always just upload the data into the DB directly. As I am not sure what you are trying to upload, and into what entity, I can only speculate to how you would do this. If is a custom entity it should be easy to figure out, if not, and you need to import into Comms, then it's a bit trickier as there are dependency tables to that. If its just a field you need ticked in the company table, should be fairly easy.

    I suggest you make a backup of your SQL database!!! Always make backups before tempting to modify data in the database.
    You should also probably have a test system that is a copy of your live data, so you can see if it worked. DO NOT DO THIS DIRECTLY ON LIVE DATA!
    Then use something like the SQL import data file/flat file from SSMS. It has a nice user interface to import data into a table. I suggest you get an expert in SQL to help you with this, if you are not one yourself. If you are not a partner, please consult with your partner as they might have experience in this field.

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  • +1
    verified answer

    So standard CRM only allows for data uploads of Companies, Individuals and Leads. So standard solution, NO!

    However you could always just upload the data into the DB directly. As I am not sure what you are trying to upload, and into what entity, I can only speculate to how you would do this. If is a custom entity it should be easy to figure out, if not, and you need to import into Comms, then it's a bit trickier as there are dependency tables to that. If its just a field you need ticked in the company table, should be fairly easy.

    I suggest you make a backup of your SQL database!!! Always make backups before tempting to modify data in the database.
    You should also probably have a test system that is a copy of your live data, so you can see if it worked. DO NOT DO THIS DIRECTLY ON LIVE DATA!
    Then use something like the SQL import data file/flat file from SSMS. It has a nice user interface to import data into a table. I suggest you get an expert in SQL to help you with this, if you are not one yourself. If you are not a partner, please consult with your partner as they might have experience in this field.

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