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How to Bulk Import Sessions Using Customizable Templates

Learn how to efficiently import sessions in bulk using customizable template in the backend. This article walks you through downloading a session import template, selecting relevant data sections and session types, and ensuring compliance with import guidelines so you can streamline session setup based on your event’s specific requirements.

  1. Navigate to the Agenda & Speakers module in the backend.
  2. Open the Sessions Listing section from the submenu.
  3. In the top-right corner, click on the Import button and select Download Template from the dropdown menu.
  4. Choose the required fields under the Sections to Import dropdown. Available options include:
    • Basic Session Details
    • Handout Details
    • Session Keywords
    • Custom ID (available only if the “Custom ID” toggle is enabled in session settings)
  5. Select the relevant Session Types from the dropdown.
    Note: Only session types configured in the Session Settings section will be displayed.
  6. Review the Import Guidelines carefully to ensure the template is completed in the correct format.
  7. Click Download to generate the template and customize it based on your event’s requirements.
  8. After setting up the template, click on the "Upload XLSX" button to upload the created template.
  9. Verify the mapping of fields through the fields mapping section. After verification, click on the "Preview" button to proceed further.

Note: Session Title, Session Start Time, Session End Time, and Session Type are mandatory fields.

10. Verify the entire data set through the "Preview Mapped Data" screen and then click on the "Import" button.

11. The import process will be initiated and the completion can be tracked through the progress bar and status column.

12. This will complete the import flow and the sessions will accordingly be created in the backend.

 

Additional Notes:

  • Sessions start and end date/time will accommodate all of the excel supported formats.
  • Session tracks created in an event will be shown in the "Session Track" sub-sheet. Users can accordingly copy the tracks and paste them in the "Session Track" column. 

Note: Sessions can be linked to multiple tracks by inputting track names in comma separated format.

  • The "Session Type" column will show a dropdown selector for each cell to let the user map added sessions to configured session types for the respective events.
  • The "Session Q&A" column will show a dropdown selector for each cell to let user select "Yes" or "No" from the dropdown.
  • The "Session Handout" column will show a dropdown selector for each cell to let user select "Yes" or "No" from the dropdown.
  • The session speakers added in the event will be shown in a speakers sub-sheet as well for the users to map speakers to sessions.

Note: Sessions can be linked to multiple speakers by inputting speaker names in comma separated format.