Import/Export Data

Manage attendee data with import and export tools.

Exporting Data

Export Attendee List

Go to Attendees
Click "Export"
Select format
Download file

Export Formats

Format	Use Case
Excel (.xlsx)	Spreadsheet analysis
CSV	Data import to other tools
PDF	Printable reports

Export Fields

Select which fields to export:

Field	Description
Name	Full name
Email	Contact email
Company	Organization
Ticket Type	Registration type
Check-in Status	Arrived/Not arrived
Registration Date	When registered
Custom Fields	Event-specific data

Filtered Export

Export subsets:

Apply filters
Click "Export"
Only filtered results exported

Schedule Export

Automate exports:

Go to Settings > Exports
Configure schedule
Receive via email

Importing Data

Supported Formats

Format	Requirements
Excel (.xlsx)	Standard format
CSV	UTF-8 encoded

Preparing Your File

Required Columns

Column	Required	Description
email	Yes	Unique identifier
first_name	Yes	First name
last_name	Yes	Last name

Optional Columns

Column	Description
company	Organization
phone	Phone number
ticket_type	Ticket type name
(custom fields)	Match field names

Sample Template

email,first_name,last_name,company,ticket_type
john@example.com,John,Doe,Acme Corp,Standard
jane@example.com,Jane,Smith,Tech Inc,VIP

Import Process

Go to Attendees
Click "Import"
Upload your file
Map columns
Preview data
Confirm import

Column Mapping

Match your columns to Kite fields:

Auto-detected when names match
Manually map if different
Skip columns not needed

Import Options

Option	Description
Create New	Add new attendees
Update Existing	Update if email exists
Skip Duplicates	Ignore if exists

Validation

Before import:

Required fields checked
Email format validated
Duplicates identified
Errors listed

Error Handling

If errors found:

Download error report
Fix issues in file
Re-upload corrected data

Bulk Updates

Update via Export/Import

Export current data
Edit in spreadsheet
Import with "Update Existing"

Common Bulk Updates

Assign tickets
Update company info
Add custom field data
Correct errors

Data Templates

Download Template

Get a pre-formatted template:

Go to Attendees > Import
Click "Download Template"
Use as starting point

Custom Templates

Create templates with:

All standard fields
Your custom fields
Sample data row

Best Practices

Before Import

[ ] Clean your data
[ ] Remove duplicates
[ ] Validate emails
[ ] Check encoding (UTF-8)

During Import

[ ] Verify column mapping
[ ] Preview before confirming
[ ] Check for errors
[ ] Test with small batch first

After Import

[ ] Verify record count
[ ] Spot-check data
[ ] Test attendee access

Data Security

Export Security

Exports contain personal data
Handle securely
Delete when done
Don't share publicly

Import Security

Only authorized users
Audit trail maintained
Data encrypted in transit

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