Creating the CVS File
This feature allows you to import a CSV file to register Organizers and Participants. The CSV file can be easily generated from spreadsheet software such as Excel; you can prepare a spreadsheet with a row for every user you wish to add.
The following table details the required and optional content possible in the CSV file.
| Field | Description |
|---|---|
| An email address not already in the system. If in your authorized domain, you will get back the system-assigned PIN; otherwise, the user will be pre-registered and emailed their credentials when invited to a conference. |
|
| First Name | First name of the user |
| Last Name | Last name of the user |
| Company | Company name |
| The remaining fields are optional and may be omitted if not used. | |
| Language | Any 2-letter ISO 639-1 language code |
| Timezone | default is UTC |
| Spam Trap Workaround | Set to TRUE to enable (otherwise, leave blank or FALSE) |
| Password | For web portal access; will default to system-generated PIN |
| Admin User Email | An email address known to the system (can be earlier in the CSV file) |
| Organizer | Set Account ID to make user an Organizer on this Account or any subaccount |
| Phone1 | A valid Phone number or SIP designator |
| Phone1 Extension | A valid phone extension (only if Phone1 is NOT SIP) |
| Phone1 Call Me | Default is TRUE and requires Phone1 to be unique |
| Phone1 Auto ID | Default is TRUE if no extension; FALSE if extension provided |
| Phone2 | A valid Phone number or SIP designator |
| Phone2 Extension | A valid phone extension (only if Phone1 is NOT SIP) |
| Phone2 Call Me | Default is TRUE and requires Phone1 to be unique |
| Phone2 Auto ID | Default is TRUE if no extension; FALSE if extension provided |
| Phone3 | A valid Phone number or SIP designator |
| Phone3 Extension | A valid phone extension (only if Phone1 is NOT SIP) |
| Phone3 Call Me | Default is TRUE and requires Phone1 to be unique |
| Phone3 Auto ID | Default is TRUE if no extension; FALSE if extension provided |
| Country Code | Used to determine the most appropriate dial-in access line included in meeting invitation when no phone numbers are included in the user profile. |
Uploading the CSV File
The procedure for bulk pre-registering participants is as follows:
- Log into zipdx.com using your email address and PIN.
- Click on the Accounts tab.
- Click on the Members link
- If your account has an authorized email domain defined you will see a link indicating “You may also register multiple users by uploading a CSV file.” Click on this link.
- Click on the Choose File link and select the CSV file.
- Click Upload
The CSV file will be scanned for syntax errors and then submitted for processing. Processing will be almost immediate, and the results will show up on the CSV Upload form. If it’s not shown after a just few seconds refresh to update the display.
CSV Results
Once the CSV file has been processed the system will show a link to download a list of results. This is another CVS file containing a row for each user registered.
If the user’s email address is at an authorized email domain, we will show you the PIN and conference code assigned for that user. You can distribute this information to your users (using, for example, a mail-merge tool).
If the user’s email address is not at an authorized email domain the PIN will not be shown. You can advise the user to fetch their PIN using our PIN/Passphrase retrieval page.
If there were any errors processing your input, they will also be shown in the Results CSV; be sure to look for possible errors.
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