Unable to Import from CSV Registration

[YSLipton]

Hi,

I am trying to import a registration list and when I click on the Import from CSV box, a dialog box opens but no file name has populated. As a result, there is nothing to save. 

[iambobsat]

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:

1. 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.

2. 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.

3. 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.

4. 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.

5. 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:

1. Accessing the Meeting:

   • Sign in to the Zoom web portal.
   • Navigate to Meetings and select the meeting requiring registration.

2. 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!