Skip to content
English
Sign in
Raise an urgent issue (out of office hours)
  • There are no suggestions because the search field is empty.

How to Request an Attendee Bulk Upload for Current Attendees

This guide walks you through how to request a bulk upload for the Check-In Tool to update current attendees, helping you save time and stay organized.

Step 1: Prepare Your File 

  1. Download your All Transaction Report.
  2. Navigate to the Attendees tab.
  3. Add in Table Numbers, Paddle Numbers, and Notes to applicable attendees.

Screenshot 2024-04-11 at 1-43-53 PM-png

 

Step 2: Add New Attendees (If Applicable)

  1. If you have new attendees to add to your event at the same time, please add them under your current attendees. 

  2. Complete the Mandatory Fields:
    1. Ticket Name 
    2. First Name
    3. Last Name
  3. Complete Optional Fields if applicable:
    1. Email
    2. Phone Number
    3. Mailing Address
    4. Table Number
    5. Paddle Number
    6. Notes
  4. Leave Upload ID and Ticket ID blank, we'll take care of this for you.

Step 3: Save Your File and Send it to support@trellis.org

  1. When your file is ready, save it as:

    Checkin Attendee Bulk Upload <Fundraiser Name>.csv

  2. Email it to support@trellis.org and include the fundraiser name.

For current attendees, you should not delete or edit the data in any of the other columns (outside of Notes, Paddle Number, Table Number) when providing our team the file for upload, as it would otherwise override or delete that data.

FAQ's:

Q: How do I download my All Transaction report?

A: The steps to download your All Transaction report can be found in this article.

Q: Will attendees be notified when a bulk upload is completed?

A: No, attendees will not be notified when a bulk upload is complete.

Q: Can I still make changes in the Check-In Tool after the bulk upload is complete?

A: Yes, you can make changes in the Check-In Tool. 

Q: What if I don't know all of the paddle or table numbers yet?

A: We recommend waiting until you have all of the information before sending us the file to ensure data is correct and does not get overwritten.

Q: Can I send attendees their table numbers?

A: Yes! This article goes over the steps to send your attendees their table numbers.

Q: Where can I view the table numbers, paddle numbers and notes after my bulk upload is complete?

A: You can view these in your Check-In Tool and All Transaction report. 

Q: What is the turnaround time to complete a bulk upload?

A: Bulk uploads require two business days turnaround time.

Did this answer your question? If not, please reach out to our Product Engagement Team via the blue chat icon or email support@trellis.org.