How to Import a CSV File

The CSV import is a handy tool for adding a large number of users into your Attendee Manager and / or create or update existing Jigsaw account profiles.

The most critical step to ensure a successful import, is a properly formatted source file.  Jigsaw provides two CSV templates that may be downloaded under Attendees when creating a session or from the Attendee Manager.

Create a Session

Attendee Manager

Attendee Template

Attendee with Account Profile Template


Create a Session

CreateSession.jpg

 

Provide a Session Name.  Click Create.  Complete the remaining details, if needed, on Screens 1 and 2 then click on Screen 4 to move to the Attendees Screen.

mceclip0.png

 

Attendee Manager

AttendeeManager.jpg

 

Click the Import attendees icon.

importattendees.jpg

 

Jigsaw offers two import options.

Option 1: Imports names and email ids into the Attendee Database only.

This option is good to use if you do not need to create or update user Account Profiles.

 

                                      Download Attendees Template

 Option1.jpg

 

Option 2:  Imports names and emails into the Attendees Database as well as check to see if the email that is being imported has an existing Jigsaw Account Profile. If it does not, it will auto create the Account Profile and, if an account already exists, it will update the information according to the import file data.

This is a great option for Company Administrators whose organization is creating Account Profiles for their users, in particular educators with younger students.

                           

                           Download Attendee With Account Profile Template

 Option2.jpg

 

And, it will create or update an Account Profile.

profile.jpg

 

Once you decide on the import option that meets you needs, download the appropriate template. For purpose of this help article, let's download Option 2 as it will cover all data fields. Once downloaded, the file name is:  Import Attendees with Profile.

 DownloadTemplate.jpg

 


FORMATTING THE CSV IMPORT FILE

The Import Attendees with Profile template must be properly formatted in order to ensure a successful import.

Sample Template


 

Example

A - First Name

B - Middle Initial

C - Last Name

D - Email Address

E - User ID - (optional) If you do not have a user id just leave the words User ID in the fields.

F - Country - Reference the Location and Time Zone info file.  

G - State / Region - Reference the Location and Time Zone info file.   

H - City - Reference the Location and Time Zone info file.   

I - Time Zone - Reference the Location and Time Zone info file.     

J - Password - Must be at least 8 characters and must contain at least one digit, one capital letter and one small letter.  (Valid characters: A-Z, a-z, 0-9, ".","-")  

Download Location and Time Zone Info Template

 

Example of a Completed Template

Note - The import file DOES NOT use headers.

Was this article helpful?
0 out of 0 found this helpful