Import Attendees

Import Attendees

Attendees for PDRI, Construction Readiness, and Commissioning & Operational Readiness assessments can be imported using a CSV or Excel (xlsx) file. 

If there are attendees in the uploaded file that already exist in the Attendees list (same email address), the existing attendees will be updated with the new information.

Import Attendees

  1.  From the Attendees tab, select Import Attendees.
  2. On the Import Attendees popup, click the Select File button to select the file with the attendees to be imported.
    1. The file must be formatted with columns for Name, Organization, Role, Contact, and Email. Only the Name field is mandatory, the rest of the fields are optional and can be left blank.
    2. An Import Attendee template can be downloaded and used to ensure proper formatting.
  3. Once a file is selected, click the Import button.
After attendees have been imported, a popup message will outline how many attendees were added and updated.

Button Used to Download Attendees Template

Notes
Ensure that the file you upload has a .csv or xlsx extension. If you use Excel, you can do this by navigating to File > Save As, then setting the File Format field to one of the supported types.

For more information about adding attendees, please refer to the following articles:
  1. Enter PDRI Assessment Attendees
  2. Enter Construction Readiness Assessment Attendees
  3. Enter Commissioning & Operational Readiness Assessment Attendees

Common Import Errors

An error message will appear if the attendee import was unsuccessful. Common import errors include:


  1. A file has not been selected. To resolve this issue, confirm that you have selected a file before selecting the Import button
Error: A file has not been uploaded

  1. 'Name" field not specified on imported file. This error message specifies how many rows on the file are missing data in the 'Name' field. To resolve this issue, confirm that each attendee line on your file has a name in the 'Name' field. Fill in the missing field before re-uploading the file.
Error: Name column was missing from imported file


  1. Unsupported file format. This error message occurs when a unsupported file type is uploaded. We currently only support files with a .csv or .xlsx extension. If you use Excel you can navigate to File > Save As, to set the File Format to one of the supported types.

Error: A unsupported file type was uploaded