How to Import an Invitees List to an Event in Crimson

Did you know that you can save time and stay organized by using Crimson features to manage fundraising events? Through the Import/Data Entry feature, you use import options to connect a list of invitees to an event that’s been added to your Crimson account.It’s simple to upload an Excel file with the information about people invited to an event, but before you can add the data, check here to make sure your spreadsheet is set up correctly. Once you have the Excel file prepped, follow the directions below to connect your invitee list to an event in your Crimson database.

How to Import a List of Invitees to an Event in Crimson

To begin, click on the  button on the left-hand side of the Crimson dashboard and select the Import option.1. In Step 1: Upload File, click on the Upload File button and select the Excel document that you want to import under Worksheet List, and then choose the correct worksheet.A preview of the first few rows of data in the Excel file should appear.2. In Step 2: Import Type, choose the Event option in the drop-down menu.Then enter the name of the event in which you want to link the data. If the event is not in the Crimson system yet, click on the Add Event button to create the event.3. In Step 3: Map Fields, you will be asked to match the column names of the Excel file with existing fields in your Crimson database.Note: the column names in your Excel file will be on the left. The fields in Crimson are on the right with drop-down menus.4. In Step 4: Validation, click on the  button to scan your file for possible errors. It will display a result if any occur or display a ready to import result.5. In Step 5: Import, click the blue Import Now button for the final import. A progress bar should appear to show you the status of the import and if any errors occur.6. In Step 6: Result, the imported data will appear to confirm that the import was completed.You can now access your invitee information from the Events page or download a detailed report from the Event Reports menu to review RSVPs, guest details, and other information.