Import meeting agenda

Click “Import” to conveniently bulk import your meeting agenda Excel or .CSV file. Administrators may repeat this process multiple times if necessary.

1. Click “Import”
2. Click “XLS Template for Presenter Data” or “CSV Template for Presenter Data” and open the file template. If you have already filled out the template, you can skip to Step 5.


3. Enter the known Presenter last name(s), Presenter first name(s), Email(s)
4. Save the file to your computer
5. Click “Import” and then “Browse” to find the Excel or .CSV file containing the names you wish to import

6. Click Open and note the option to click whether the top row contains data or headers.

7. Click Verify Data and receive message from pre-flight:

8. Click Confirm (note that “receipts” are possible of All Presenters, Imported Presenters and Conflicts)