Hi,
Thanks for reaching out!
I'm sorry to hear you're experiencing difficulties importing a CSV registration list. Here are some tips and best practices:
Common Issues and Solutions:
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CSV File Format:
- Structure: Ensure your CSV file includes three columns: Email, First Name, and Last Name, in that order.
- Column Headers: Remove any headers; the file should contain only the registrants' data.
- File Type: Save the file in CSV (comma delimited) format.
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Special Characters:
- Avoid using special characters (e.g., accents, hyphens, periods) in names, as they can cause import errors.
- If your data includes such characters, consider removing them or replacing them with standard English letters.
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Encoding Issues:
- To prevent encoding problems, open your CSV file in a text editor (like Notepad), then save it with UTF-8 encoding.
- Reopen the file in your spreadsheet editor to ensure the data displays correctly, then save it again as a CSV.
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Meeting Settings:
- Confirm that your meeting is not set as a recurring meeting and that it uses an automatically generated Meeting ID, as these settings are required for CSV imports.
-
Custom Registration Questions:
- If you've added mandatory custom questions to your registration form, imported registrants won't have responses for these fields, leading to incomplete registrations.
- To resolve this, temporarily remove mandatory custom questions before importing, or ensure that all required fields are included and correctly filled in the CSV file.
Importing the CSV File:
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Accessing the Meeting:
- Sign in to the Zoom web portal.
- Navigate to Meetings and select the meeting requiring registration.
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Importing Registrants:
- Click on the Registration tab.
- Select Import from CSV.
- Choose your prepared CSV file.
- Optionally, check Send invitation after importing to notify registrants immediately.
- Click Import to proceed.
For detailed guidance, refer to this guide on importing meeting registrants by CSV upload. I hope this helps!