Add and import people and groups

Add one at a time

On People, add a person on the People tab, or a group on the Groups tab. See People and Groups.

Import a spreadsheet

If your people or groups are already in a spreadsheet, import them from Import. Every import shows you what will happen before anything is saved.

Choose what you're importing

People or groups. Not sure how to lay out the file? Download the sample and start from that.

Choose a file

Choose a CSV or Excel file.

Match your columns

Sessionboard CRM matches each column by its header. Check each match and change any that’s wrong, or leave a column out.

Check the preview

Nothing is saved yet. You see how many rows are new, how many are already here, which rows are invalid and why (with the line number), and rows that appear more than once in the file. Choose whether records already here get the details your file fills in, or stay as they are.

Import

Start the import. The summary says how many were added, updated and skipped, and lists each invalid row with its reason.

What a people file can bring

Column	Notes
Email	Needed on every row. Rows are matched by email, so importing the same file twice makes no duplicates.
First name, last name	Or one full-name column.
Job title
Company or group	A group’s name. It’s found in Groups, or added, and the person is linked to it.
Tags	Speaker, member, customer, prospect, influencer or attendee.

What a groups file can bring

Column	Notes
Name	Needed on every row. Rows are matched by name.
Website
Tags	Exhibitor, sponsor or both.

Note

Importing emails no one. A person you import counts as an active contact only once you reach them (see Active contacts), so importing your whole list costs nothing by itself.

Bring people in from another system

To read people from a connected CRM, AMS or event platform, use Connections instead of exporting a file. See Find people in your CRM, AMS or event system.

Systems Sessionboard CRM doesn’t read directly come in as a spreadsheet:

From	How
Sessionize	In Sessionize, go to Speakers, then Export, and choose Excel. Import that file here as people: its columns match automatically.
Airtable	Open the view with your people and download it as CSV, then import it here.
Swapcard	Export your people to a spreadsheet, then import it here.