Importing Exhibitors via CSV

You can quickly add your exhibitors to the system by importing their details from a spreadsheet.

If you already have your own exhibitor list, it’s a good idea to transfer the data into the blank import template before uploading.

Step 1 – Prepare Your File

• Make sure your exhibitor data is in .CSV format.

• Each exhibitor must have a unique Account Number.

• Include at least these fields for a functional record:

  • Account Number

  • Company Name

  • Status

💡 Tip: Use the import template provided in the system to ensure all required columns are correctly formatted.

Step 2 – Start the Import

1. Go to Modules > Exhibitors.

2. Click More (top-right corner).

3. Select Import.

4. Click Browse... to locate your file.

5. Click Submit to upload.

Step 3 – Configure Your Import

1. Choose an Input Method:

   • Add new – Adds only new records that don’t already exist.

   • Update existing – Updates existing exhibitor data only.

   • Add + Update – Adds new records and updates existing ones.

2. Match the import fields to the column headings in your file.

   • Click Preview Data if you need a reminder of what each column represents.

3. Set exhibitor activity using the Include in feed option:

   • Accepted values:

     • active/inactive

     • Y/N

     • 1/0

     • True/False

4. Review your import settings and click Submit to start the process.

   • Always check the preview before final confirmation.

Important Notes

• Unique Account Numbers: Each exhibitor must have a unique account number. This usually corresponds to an entry in your sales system.

• Status Codes: Control the level of access each exhibitor has. Each exhibitor can only have one status at a time.

• Login Credentials:

  • To access the EZone, each exhibitor needs a contact username and contact password.

  • If the same credentials appear on multiple exhibitor records, that contact can access all those exhibitors.

• Multiple Stands:

  • If an exhibitor has multiple stands and should appear once per stand, assign each stand a unique account number.

  • Using the same contact username and password will let them manage all linked records.

  • Note: Each record’s Company Profile must be added separately.

✅ Summary

• Upload a .CSV file using the Import function under Exhibitors.

• Choose whether to Add, Update, or Add + Update records.

• Ensure all data fields match and each exhibitor has a unique account number.

• Review your import preview before submitting.

Download template from this page