Step 1: Prepare your Excel File
  1. Download the Import Header File
    1. Click Administration > Import > Generate import header file
    2. Select Event Registrant Batch Basic in the Batch template dropdown
    3. Enter in the number of guest you plan to import and click OK
    4. A new window should pop up asking you to save your file
      1. Make sure you save the file as a Microsoft Excel Comma Separated Values File
      2. Click save
    5. Open the file up and populate your fields
      1. Make sure to use the lookup ID's when populating the registrant field
      2. Registration type will be one of: Preregistration or Walk-in registration
Note: You can only import registrants who already have a constituent record inside of your Altru database.  If these are not constituents, first import the constituent records.  

Step 2: Create the Import Process and Import the file
  1. In Altru click on Administration > Import > Add
  2. Expand the registrant folder and select Event Registration Batch Basic
  3. Fill out all required fields (Gold fields)
  4. Make sure the Import Source is set to Local file and click on the green arrow next to File to upload your .CSV document
  5. Click on Map Fields > click on Auto-map
    1. Manually map all un-mapped fields by clicking on the drop down arrow and selecting the field from your .CSV document
    2. To map a collection field, click on the grey box and then click Map collection field
  6. Click on the Set options tab > Other 
  7. Change the Use option under search list fields to Quick find
  8. Click Save
  9. Click on your import process' name
  10. Click start process
  11. After the process is finished, under task, click go to batch entry
  12. Click the drop down arrow next to your batch and click commit
  13. Select your Commit parameters and click start
After the process finishes the batch will now be complete and the constituents should be entered as registrants on your special event.