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[LEGACY] SCHEDULING MEETINGS
[LEGACY] Import Participants list from .csv file
[LEGACY] Import Participants list from .csv file
Updated over a week ago

If you already have a list of Participants for your meeting, you have the option to import the list instead of adding each participant name-by-name. This can save plenty of time for meetings with a large attendee list.

The list must be uploaded as a .csv file and have the following format:

first_name

last_name

email

role

first_name_of_person1

last_name_of_person2

email@person1

1

first_name_of_person2

last_name_of_person2

email@person2

2

first_name_of_person3

last_name_of_person3

email@person3

3

Please note that in this format:

  • role 1 represents Presenters

  • role 2 pertains to audience members

  • role 3 is a custom role where permissions have been granted according to admin preference.

Your list can be created in excel or any database platform. Follow the template above and then save it as .csv file.

To make things easy for you, we've created a sample .csv document you can use:

To upload a Participants list .CSV file:

  1. Go to Advanced options (either when you create a new meeting or edit an existing meeting).

  2. Click on Participants.

  3. At the bottom, click on Browse and then select your .csv file.

  4. Click Open and then click the blue Upload button.

  5. Once you have made changes, remember to save them by clicking on Add to schedule.

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