Import Attendees from File

The ability to upload a list of Attendees from a CSV/Excel file for a specific expense charge.

Import Attendees from a file

1. On an expense that has the attendees, click on the Attendees tab.
2. Click on IMPORT.
3. Click on Import from excel file
   
4. A window will pop up like shown below. Click on TEMPLATE.
   
5. Open up the file that was downloaded.
   1. 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 ( * ).
                                                                                                                                                                                                                    
6. Save the file in your desktop.
7. From the Import From File screen, click on the computer icon like shown below.
   
8. Search for your file that you saved then click on Open.
9. If you would like to replace the current attendees, click on Delete current attendees.
   
10. Click on Import.
11. Make sure to click on Apply Changes for your updated attendees to save.