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How do I upload V4S Attendee Data?

Last Updated: Feb 07, 2019 10:51PM PST
If there are only one or two attendees to be added to Salesforce, please add them manually.

If there are multiple Attendees data is to be added to the V4S Attendees list then the V4S Attendees data must be imported into Salesforce.

Please follow the instructions below for importing V4S Attendee data

Prepare a Contact CSV file with the information below 
  • V4S Attendee First Name
  • V4S Attendee Last Name
  • V4S Attendee Mobile No.
  • V4S Attendee Email ID
Upload the above file to Salesforce Contact by following the procedure below
  • Login to Salesforce as Administrator
  • Click on the Setup button
  • In the Quick find search for Import and click "Data Import Wizard"
  • Click the Launch Wizard button
  • Click "Account and Contact" from Standard Object list
  • Click Add New Records
  • Select fields for mapping data
  • Add the CSV file and click the Next button
  • Check the mapping and click the Next button
  • Click Start Import Button
  • Once the imports are completed, you see the result on the Salesforce Screen.

Once the Attendee contact details are uploaded, prepare another CSV file with below data
 
  • Contact (V4S Attendee Full Name): Include both First Name and Last Name in one column for importing Attendee Name. This should be the same Contacts which was imported earlier, but as Contact and Attendees are different Objects, we need to import the Contact (Attendee) name once again for Attendee Object
  • Status: There are 3 types of Attendee Status as Confirmed, Unconfirmed and Walk-in, add the relevant V4S Attendee Status in this column
  • Payment Details: Enter the data as of how the Attendee is paying for the Event, e.g: Cash, Credit Card, Cheque etc.,
  • Payment Status: Mention if the Attendee is already paid for the event or Unpaid 
  • Seated at Table: Mention the Table which is allotted to them. e.g: Table 2, Table 3 etc.,
  • Guest of: Mention the Contact name if the V4S Attendee is invited by an Attendee who is already available as V4S attendee already
  • # of Guests: Count of Guests accompanying the V4S Attendee
  • Category: Add the type of Category does the V4S Attendee belong to, e.g: VIP, Press, Staff etc.,
  • Shift ID: shift ID is Mandatory only if the V4S Attendee data is imported for a specific Shift. e.g: Shift-02151
To import V4S Attendee data, V4S Attendee Name is a mandatory field, and other fields are optional. If there are any additional Custom fields in the Org for V4S Attendees, then even those fields and data can be imported by including the columns for those fields in the same CSV file.

Follow the procedure below for importing the V4S Attendees file
  • Login to Salesforce as Administrator
  • Click on the Setup button
  • In the Quick find search for Import and click "Data Import Wizard"
  • Click the Launch Wizard button
  • Click "V4S Attendee" from Custom Objects list
  • Click Add New Records
  • Select fields for mapping data
  • Add the CSV file and click the Next button
  • Check the mapping and click the Next button
  • Click Start Import Button
  • Once the imports are completed, you see the result on the Salesforce Screen.
Refer the attachments for sample Contact and V4S Attendee files for imports.

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