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Registration: Import

Learn how to import registrants from a CSV, including custom form field answers and phone, address, and country-code rules.

Use Registration Import to add registrants to your event by uploading a CSV file.

This is helpful when attendees were collected offline (paper forms, phone sign-ups, partner lists you own, etc.). Along with profile details, you can import answers to the custom fields on your registration form.

Before You Start

  • The Import feature is available only for events with Preview Features enabled. If you wish to enable this feature, please chat with the ClearEvent support team and request access.

  • Trial events cannot import registrants. If you are trialing, you will see a message that importing is not allowed.

  • You must have at least one registration form created. If your event has no forms, importing is blocked.

Import Registrants

  1. Go to Event Manager App > Registration section > Registrants tab.

  2. Click Import. If you don't see this button, contact the ClearEvent support team to request access.

  3. In the import dialog:

    • Select the Registration Form you want to import into.

    • If your form has fees, you may only select a fee that offers the Offline (Manual) payment mode. Imported registrants are recorded with the Offline payment mode. Fees that offer only Online or On-site payment modes are not listed.

    • Choose whether to Send Confirmation Email. If enabled, enter the message to include in the email. The default message is pulled from your form’s Confirmation Message or Approval Message depending on the Approval Mode of your form.

  4. Click Get the Template to download the CSV template (recommended). The template is built for the form you selected: it has the profile columns, followed by a column for each custom field you can import, with a sample value in each.

  5. Fill in your CSV with registrant data and upload it to start the import.

Supported Profile Fields

Your CSV must include a header row. Use the exact column names from the downloadable template:

CSV Header

Required

Description

Email

Yes

Registrant’s email address (used to match or create the ClearEvent account).

FirstName

Yes

Registrant’s first name.

LastName

Yes

Registrant’s last name.

AltEmail

No

Alternate email for confirmation copies (optional).

MobilePhone

No

Mobile phone number. Saved only if Mobile Phone is enabled on the selected form.

OtherPhone

No

Other phone number. Saved only if Phone is enabled on the selected form.

Address1

No

Street address line 1.

Address2

No

Street address line 2.

City

No

City.

StateProv

No

State or province.

ZipPostal

No

Postal or ZIP code.

Country

No

3-letter country code (see below).

Notes

No

Internal notes about the registrant.

💡TIPS: Keep the profile header names exactly as shown in the template. Add one registrant per row.

Import Custom Field Answers

To import answers to the custom fields on the selected form, add one column per field. Name the column with the field’s Short Field Name (Id), which you can find in the field’s settings in the form designer. The easiest way to get the right columns is to download the template after selecting your form.

  • Column names are not case-sensitive. A name in square brackets, such as [ShirtSize], also works, so you can re-import a registrant export without renaming its columns.

  • Custom field columns are optional. Include only the fields you want to import.

  • A required field must have a value in every row, but only when its column is in your file.

  • A blank cell imports no answer for that field.

  • Columns that don’t match a field on the form are ignored. After the import, ClearEvent lists the ignored columns so you can catch typos.

  • File attachment fields cannot be imported. Their columns are ignored and listed after the import.

  • If a field’s Short Field Name (Id) is the same as a profile column (for example, Notes), that column imports into the profile field, not the custom field.

  • If two fields on the form have the same Short Field Name (Id), the file is rejected. Give each field a unique name, then import again.

What To Enter For Each Field Type

Field Type

What To Enter

Example

Text

Any text that meets the field’s minimum and maximum length (up to 4000 characters).

Vegetarian

Dropdown, or multiple choice with one selection

The Value of one option, not its label. Values are not case-sensitive.

2XL

Multiple choice with many selections

One or more option Values, separated by commas. The number of selections must meet the field’s minimum and maximum.

Vegan,NutFree

Checkbox

The field’s Checked Value to check it, or leave blank to leave it unchecked. Values like true or 1 are not accepted. Default value is Yes

Yes

Date

A date without a time, within any earliest and latest dates set on the field.

2026-06-15

Date and time

A date and time. A date alone is imported as midnight.

2026-06-15 09:00

  • Options that are hidden on the form cannot be imported.

  • If a required dropdown or multiple choice field has a visible option with a blank value, a blank cell selects that option.

  • Use the same date format throughout a column. A date like 03/04/2026 is read month first, unless a date in the same column has a day above 12 (such as 25/04/2026). Read Formatting Dates In Your Import Data to learn more.

Hidden And Conditional Fields

  • Fields whose Field Visibility hides them from registrants can still be imported, which is useful for organizer-only data. They are never required.

  • Fields shown only between certain dates can be imported at any time.

  • A field shown only when another field has a certain value (Display when) can have a value only in rows where the other field’s answer would show it. It is required only in those rows.

  • A field limited by Fee Group Filters to a fee group other than the import’s selected fee cannot have a value.

📝NOTES: Invalid data is never imported. If any value in a row is invalid, that registrant is not created, and every problem in the row is listed with its row number and column name. Other rows still import. To learn more about custom fields, read Add/Copy Fields To A Registration Form.

Phone, Address, And Country Rules

Phone and address fields do not follow the same import rules.

Phone Numbers

  • Use MobilePhone for Mobile Phone and OtherPhone for the primary business or home phone number.

  • A phone number value is saved only when that field is enabled (visible) on the selected registration form. If the field is not enabled, the phone number value in the CSV import file is ignored and the row can still import.

  • Making a phone field required on the form does not require it in the CSV. Blank phone cells are allowed.

  • Phone numbers are stored as text (up to 30 characters). Import does not validate phone format.

Address Fields

  • Address columns (Address1, Address2, City, StateProv, ZipPostal, Country) are saved on import even if Address is not enabled on the form.

  • Making Address required on the form does not require address columns in the CSV. Blank address cells are allowed.

Country Codes

  • Leave Country blank if you are not importing a country.

  • If Country is filled, it must be a 3-letter ISO country code from the same list used by the Country dropdown on registration forms (for example, USA, CAN, GBR, AUS).

  • Do not use 2-letter codes (such as US or CA) or country names (such as Canada). Codes are not case-sensitive.

  • An invalid country code rejects that row with an error asking you to use a 3-letter code from the allowed list.

What Happens During Import

  • ClearEvent checks each row’s required profile fields and custom field values first. A row with any problem is not imported.

  • ClearEvent looks up each registrant by Email.

  • If the email already belongs to an existing ClearEvent account:

    • A registration is created and linked to that user (their account profile is not updated).

    • If a matching registration already exists for the selected form (and fee, if applicable), that row is skipped and logged as an error to prevent duplicates. Imports never change the answers of an existing registration.

  • If the email does not match an existing account, a new ClearEvent account is created and linked to the new registration.

  • If you enabled confirmation emails:

    • The registrant receives a registration email that includes a one-time sign-in link.

    • New users are prompted to set a password. Existing users sign in with their current password.

Limits And Common Import Errors

  • Maximum import errors: Registrant import stops after 50 rows with errors in the CSV import file. The result tells you which row it stopped at; rows after it were not processed. Duplicate registration detections count as row errors.

  • Form capacity reached: Import is blocked if the form registration limit would be exceeded. The error explains how many registrants you tried to add and how many spots remain. The registrant import will stop at the form capacity if it is reached. If you increase the form capacity and import registrants again, you should remove previously imported registrants from the import file to avoid duplicate registration import errors.

  • Invalid or missing required fields: Rows missing Email, First Name, or Last Name, rows with an invalid country code, and rows with an invalid custom field value are reported with their row number so you can fix the CSV and re-upload.

  • Previously imported rows: When you re-upload, ClearEvent skips records that match the same Email, First Name, Last Name, form, and fee (if used). An error is logged.

What Import Does Not Support

  • File attachment fields

  • Updating the answers of registrants who are already registered

  • Payment details and online payments

  • Booth fees

  • Products associated with an imported registration

  • Discounts associated with an offline fee

  • Availability periods associated with a registration form

  • Custom form field defaults (a field without a column, or with a blank cell, gets no answer)

Registrant Import And Best Practices

ClearEvent provides a Registrant Import feature that allows event organizers to upload registrant details, including email addresses. Because imported registrants may receive event-related emails, organizers must follow these best practices:

  • Consent First: Only import registrant data for individuals who have explicitly consented to receive communications about your event (for example, they registered offline or provided permission).

  • Payment Details: Never upload any document containing payment details (credit card numbers, bank account details, etc.).

  • Do Not Buy Lists: Never import purchased, rented, or third-party email lists. These are considered spam sources and are strictly prohibited.

  • Transparency: Make sure registrants understand their information will be used for event-related communications when you collect it.

  • Preference Respect: Respect opt-outs and unsubscribe requests. If a registrant no longer wishes to receive communication, you must not re-import them or attempt to bypass their request.

  • Direct Sign-Up Recommended: Whenever possible, allow registrants to sign up directly through the Event Portal registration forms. This supports compliance, creates a clearer audit trail of consent, and reduces risk to you and ClearEvent.

⚠️IMPORTANT: Misuse of the Registrant Import feature to send unsolicited messages will result in event suspension and may lead to permanent loss of access to the ClearEvent system.

For more information, please read ClearEvent's Anti-Spam Policy.

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