--- title: How to Request an Attendee Bulk Upload for New Attendees description: Bulk upload instructions for new attendees. --- [Skip to content](https://help.trellis.org/how-to-request-an-attendee-bulk-upload-for-new-attendees#main-content) English Show submenu for translations ![Trellis-MainLogo-AllWhite-01.png\]](https://help.trellis.org/hs-fs/hubfs/Trellis-MainLogo-AllWhite-01.png?height=40&name=Trellis-MainLogo-AllWhite-01.png) Open main navigation Close main navigation - English Show submenu for translations - [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) [Raise an urgent issue (out of office hours)](https://formcrafts.com/a/urgentform) Help & Learning - There are no suggestions because the search field is empty. 1. [Help & Learning](https://help.trellis.org/?hsLang=en) 2. [Check-In Tool](https://help.trellis.org/check-in-tool?hsLang=en) 3. [Managing Attendees](https://help.trellis.org/check-in-tool?hsLang=en#managing-attendees) # How to Request an Attendee Bulk Upload for New Attendees ## This guide walks you through how to request a bulk upload for the Check-In Tool for new attendees, helping you save time and stay organized. ### **What Is an Attendee Bulk Upload?** A bulk upload is a way to manage a large number of attendees all at once instead of entering them manually. --- ### **Step 1: Prepare Your File** 1. Download the **[Attendee Bulk Upload Template here.](https://docs.google.com/spreadsheets/d/1Yr5SYbAU-09q1fCb8hjWEEgKWYrCP__1oyLNTatBkRU/edit?gid=1212386920#gid=1212386920)***Please do not change or delete the template headers.* 2. Make a copy of the template (File \> Copy). 3. Complete the Mandatory Fields: 1. **Ticket Name** 2. **First Name** 3. **Last Name** 4. Complete Optional Fields if applicable: 1. Email 2. Phone Number 3. Mailing Address 4. Table Number 5. Paddle Number 6. Notes 5. Leave **Upload ID** and **Ticket ID** blank, we'll take care of this for you. **Please Note:** When submitting a bulk upload, always enter the attendee's own information in the attendee fields. Never use another attendee's details or dummy information, even as a placeholder. If you're unsure of an attendee's details, leave the field blank rather than guessing. --- ### **Step 2: Save Your File and Submit Your Bulk Upload Request Form** 1. When your file is ready, save it as: **Checkin Attendee Bulk Upload \.csv** 2. Fill out your **Attendee Bulk Upload Request form**. The form can be [found here.](https://3mu1j.share.hsforms.com/2fCq1ap6nQi6MMm56nnnsyQ) Please Note: Bulk uploads require **two business days** turnaround time. #### **FAQ's:** **Don't have all your attendees emails?** You can leave their email address blank and later update this via the Check-In Tool.  **Can I bulk upload grouped tickets?** Only single tickets are supported. Use the [Sales Entry System](https://help.trellis.org/how-to-use-ses?hsLang=en) for group tickets.  **Can attendees reassign tickets at a later date?** Yes, if an unique email address was provided a Trellis account was automatically created for them. They can reassign tickets via their account. **Where can I put custom field answers?** Please include your custom field answers in the Notes column. **Will attendees be charged?** No, attendees will not be charged when uploaded via the bulk upload process. **Will attendees be notified when a bulk upload is completed?** No, attendees will not receive confirmation emails, receipts, etc. when a bulk upload is complete. **Will attendees receive their tickets when a bulk upload is done?** No, attendees will not automatically receive their tickets. **What is the turnaround time to complete a bulk upload?** Bulk uploads require **two business days** turnaround time. **Email address is no longer required** to add an attendee to the check-in tool. If email addresses are **not included:** - The attendee will **not have an account created**. - They will not be able to **see their event ticket** in their account. - They will not be able to **edit their event ticket** (including custom fields) - They **cannot complete a purchase** until they provide an email. - They will not see **what you add to their cart**. Every upload will **create offline checkouts**, which you'll see in your exports, and it will affect your gross total and fundraising thermometer. We recommend using complimentary tickets or free tickets.  Once a bulk upload is done you cannot simply delete attendees, refunds must be issued.  --- ### **Example Bulk Upload** Row 2 shows an existing attendee that is being bulk edited. Row 3 and Row 4 show attendees that are being added.  **![](https://help.trellis.org/hs-fs/hubfs/Screenshot%202026-04-28%20at%204-28-28%E2%80%AFPM-png.png?width=670&height=199&name=Screenshot%202026-04-28%20at%204-28-28%E2%80%AFPM-png.png)** --- ### **How Does a Bulk Upload Impact My Raiser's Edge NXT Integration** When you bulk upload: 1. An **offline transaction is created for each attendee.** 2. This triggers: 1. Attendee synced as purchaser 2. A gift added (based on ticket value) 3. Event participation record created You cannot sync event participants without also syncing gifts. --- ### **Overview of Bulk Upload Fields** Use this table to learn more about each field available in the bulk upload, and what format our system needs to upload properly. | **Checkin Attendee Bulk Upload for New Attendees** | | | | --- | --- | --- | | **Field Name** | **Description** | **Mandatory?** | | Upload ID | Please leave this empty, we will fill this out for you. | **Yes - Leave blank** | | Ticket ID | Please leave this empty, we will fill this out for you. | **Yes - Leave blank** | | Ticket Name | Make sure this matches the ticket name you have in your event settings. | **Yes** | | First Name | First Name | **Yes** | | Middle Name | Middle Name | Optional | | Last Name | Last Name | **Yes** | | Email | Email | Optional **(NEW)** | | Phone | Phone | Optional | | Notes | If you have specific notes for a guest, you may indicate it here. | Optional | | Paddle Number | If you are assigning paddle number to a guest, you may assign them here. | Optional | | Table Number | If you have a table number designated to a guest, you may enter it here. | Optional | | Mailing Address Line 1 | Address Line | Optional | | Mailing Address Line 2 | Unit Number | Optional | | Mailing Address City | City | Optional | | Mailing Address Province | AB, BC, MB, ON, SK, etc. | Optional | | Mailing Address Postal Code | Zip Code/Postal Code | Optional | | Mailing Address Country | CA or US | Optional | - 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