- Open Participants and select ↑ Import CSV.
- Select Download a template to get a file with the right columns and two example rows.
- Fill it in from your existing list, in Excel, Numbers or Google Sheets, and save or export it as CSV.
- Open the CSV in a text editor, copy everything including the header row, and paste it into Paste the rows, including the header.
- Select Preview import. Each row is checked and shown with its status before anything is saved.
- If your file names groups that do not exist yet, tick Create any group named in the file that does not exist yet.
- Select Import — the button shows how many participants will be added, for example Import 42 participants.
Columns
The template uses: First Name, Last Name, Preferred Name, Date of Birth, Group, Guardian Name, Guardian Phone, Guardian Email, Relationship. Only first and last name are required. Common alternative headings are understood too — “Surname”, “DOB”, “Class”, “Parent Phone” and similar.
- Dates of birth can be written 14/03/2015 (day first) or 2015-03-14.
- Up to 2,000 rows per file. Split a bigger list into several files.
- Rows with errors are skipped and the reason is shown; the rest still import.
- Rows that look like someone already in your list are flagged Looks like a duplicate. Nothing already in your list is overwritten.
- A guardian who appears on several rows — a parent with three children — is created once.