As of Version 6.2 you now have the ability to upload a list of Attendees from a CSV/Excel file for a specific expense chargeWhen the number of attendees is large and the list of these attendees is available in an excel spreadsheet or a csv file, those entries can be imported in the attendee screen directly, rather than manually entering them.
Import Attendees from a file
- Log into DATABASICS application and open an existing report or start a new expense report.
- On an expense line item that has the attendees, click on the Attendees tab.
- Click on IMPORT ATTENDEE(S).
- Click on Import from excel file
- A window will pop up like shown below. Click on TEMPLATE.
The system will download a template file on your local computer
- Open up the file that was downloaded.
- Fill in the information as needed. Depending on your configuration fields besides the Name may be required. An easy way to tell which field is required is by looking at the attendee tab and see which fields are marked with an asterisk ( * ).
- Attendee Name
- Title
- Company
- Number in the Group
- Amount distribution by percentage
- Amount distribution by absolute amount
- Notes
- Employee ID (if staff)
- Save the file in your desktop, or somewhere you can easily locate it.
- From the Import From File screen, click on the computer icon like shown below.
- Search for your file that you saved then click on Open.
- If you would like to replace the current attendees, click on check Delete current attendees checkbox.
- Click on Import.
- Make sure to click on Apply Changes for your updated attendees to save.
