Importing Guest Lists from CSV
Bulk import guests from spreadsheets quickly and easily
Choose Import Method
Watch: Importing Guests via Setup Wizard
CSV Import via Wizard Tutorial
Video embed placeholder - Add wizard import tutorial here
Show: Wizard flow, CSV upload, validation, and completion
Recommended duration: 3-4 minutes
Import Using Setup Wizard
Open Setup Wizard
Start the wizard from your dashboard
- Click the "Setup Wizard" button in the sidebar
- It has a sparkle effect to catch your attention
- The wizard modal will open in full screen
Progress to Guest Import Step
Navigate through the wizard to reach guest import
- Complete Step 1: Select or create organization
- Complete Step 2: Configure event details
- Arrive at Step 3: Import Guests
- You'll see four options for adding guests
Select CSV Import Option
Choose to import from spreadsheet
- Click on "Import from CSV" option
- A file upload area will appear
- Download the template if you need the correct format
- The wizard shows a preview of required columns
Upload Your CSV File
Select and upload your guest list
- Click "Choose File" or drag and drop your CSV
- File must be .csv format (not .xlsx)
- Maximum file size: 10MB
- Can import up to 10,000 guests at once
- The wizard validates the file immediately
Review and Confirm
Check the import preview and complete
- Preview shows first 5 rows of your data
- Check for any validation errors or warnings
- See total number of guests to be imported
- Click "Continue" to proceed with import
- Guests are automatically added to your event
CSV Format Requirements
Required Fields
| Field Name | Type | Example | Description |
|---|---|---|---|
name | Text | John Smith | Full name of the guest |
email | john@example.com | Valid email address (OR phone required) | |
phone | Phone | +1-555-0123 | Phone number (OR email required) |
Optional Fields
| Field Name | Type | Example | Description |
|---|---|---|---|
guest_type | Text | VIP | Category: VIP, Regular, Speaker, etc. |
table_number | Number | 12 | Assigned table for seated events |
dietary_requirements | Text | Vegetarian | Special dietary needs |
plus_ones | Number | 2 | Number of additional guests allowed |
notes | Text | Wheelchair access | Special requirements or notes |
company | Text | Acme Corp | Organization or company name |
title | Text | CEO | Job title or role |
tags | Text | sponsor,speaker | Comma-separated tags |
Sample CSV Content
name,email,phone,guest_type,table_number,dietary_requirements,plus_ones,notes
John Smith,john@example.com,+1-555-0123,VIP,1,None,1,Board member
Jane Doe,jane@example.com,+1-555-0124,Regular,2,Vegetarian,0,
Mike Johnson,mike@example.com,,Speaker,1,Gluten-free,2,Keynote speaker
Sarah Williams,,+1-555-0126,VIP,3,Vegan,1,Special guest
Robert Brown,robert@example.com,+1-555-0127,Regular,4,,0,Early bird ticketPro Tips for Successful Imports
Pro Tip: Use Templates
Always start with our CSV template to ensure perfect formatting. It includes all column headers and example data.
Quick Import: Copy from Excel
You can copy data from Excel and paste into our template CSV. Just ensure column order matches.
Data Validation
The system validates emails and phones automatically. Invalid entries are flagged but won't stop the import.
Bulk Operations
After import, you can bulk edit guests using filters and selection tools in the guest list.
Method Comparison
| Feature | Setup Wizard | Traditional Method |
|---|---|---|
| Best For | New events | Existing events |
| Steps Required | 5 steps | 6 steps |
| Column Mapping | Automatic | |
| Duplicate Control | Basic | |
| Preview Data | ||
| Error Handling | Automatic |
After Importing Guests
Once your guests are imported, you can:
Send Invitations
Email invitations with QR codes to all imported guests
Manage & Filter
Use filters to segment guests and manage RSVPs
Export Updates
Export updated guest lists with RSVP status and check-ins