Scenario

As an admin, you want to create new event types in bulk rather than manually creating each event type individually.

Solution

Use the Bulk Import tool for event types, following these steps:

  1. Open the profile menu in the upper-right and select Dashboard.

  2. Select Event Types on the left.

  3. Click Bulk Import.
    The Bulk Import tool opens.

  4. Click download our template to download a CSV file with all event type information ready to be filled in.

  5. Open the downloaded CSV template.

  6. Fill in the values for the event types you want to create.
    The table in the Go deeper section explains how to fill in the spreadsheet properly.

  7. Return to the Bulk Import tool and click Upload to upload the filled-in spreadsheet.
    The file uploads.

  8. Click Validate.
    A summary appears with the number of validated rows, along with the line numbers for any errors detected. You can return to the spreadsheet to address any errors.

  9. Once the spreadsheet is fully validated, click Import to import the data from the spreadsheet into PlusPlus.
    You are navigated back to the Event Types dashboard with the new event types listed.

Go deeper

Guide to spreadsheet columns

This table gives a description of each column to clarify how to fill in the values for your new event types.

Column

Description

Required

Name

event type name

Yes

Description

event type description

No

Organizer

email of the organizer

No

Co-organizer

email of the co-organizer

No

Presenters

comma-separated list of presenters’ emails

No

Cover

URL to the cover image

Ideal size is 640 X 360.

No

Duration

event type duration in hours

No

Location

name of the event type location

The name needs to exactly match the name of a location in your system.

No

Enrollment Link

URL to the site where attendees complete the enrollment, if applicable

No

Enrollment Instructions

instructions to attendees on how to complete the enrollment on an external site

No

Online Enrollment Cap

maximum attendees allowed for online event types

0 means no limit.

No, defaults to 0

Online Waitlist Cap

maximum size of the waitlist for online event types

0 means no limit.

No, defaults to 0

Enrollment Cap

maximum attendees allowed in-person

0 means no limit.

No, defaults to 0

Waitlist Cap

maximum size of the waitlist for in-person event types

0 means no limit.

No, defaults to 0

Hidden

Set to 1 to hide. Set to 0 to be discoverable in the Catalog.

No, defaults to 0

Is Online

Set to 1 to be allow for online enrollment. Set to 0 to not allow for online enrollment.

No, defaults to 0

Is In Person

Set to 1 to make an in-person event. Set to 0 if it cannot be attended in person.

No, defaults to 0

Bulk import scheduled events

Event types are a template for individual, scheduled events. For instance, you might create an orientation event type as a piece of your standard onboarding. You then schedule this orientation event as an individual occurrence when needed, using the details you set up in the event type, such as location, organizers, presenters, and so on.

In addition to the Bulk Import tool for event types, you can also make bulk updates to scheduled events with the Bulk Import tool on the Events dashboard. With scheduled events, you can created, edit, or delete events with the Bulk Import tool. For more, see How to bulk import scheduled events.

See also

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