Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

  1. Select Admin, Globally Add Records.
  2. In the Add drop-down:
    • Select Registrants for an Event if globally adding Registrants.
    • Select Guests for an Event if globally adding Guests.
    • Select Sponsors for an Event if globally adding Sponsors.
  3. To include a query of constituents to globally add as Registrants, Guests, or Sponsors, select Include>Selected Individual Records or Selected Organization Records.
    • Note: Only an Individual or and Organization query can be used. A Constituent query will not be recognized.
  4. In the Event field, click the Binoculars to search for the Event.
  5. Highlight the Event and click Open.
  6. Click
    • Registrant Information if globally adding Registrants.
    • Guest Information if globally adding Guests.
    • Sponsor Information if globally adding Sponsors.
  7. Select the appropriate values for the new Participant records.
  8. Click Save and Close.
  9. Mark the appropriate checkboxes at the bottom of the Global Add window.
  10. Click Add Now.