Knowledge Base

Bulk import reviewers

Frequently Asked Questions

#1 How to bulk import a list of reviewer not in the system?

  1. Click Dashboard
  2. Click Contacts Module
  3. Click Contact Import (bottom left side menu)
  4. Download the Import Template file from the link at the top of the Import Contacts page
    • IMPORTANT: Ensure to read through the notes for the import file on the page.
  5. Open the template in Excel.
  6. Copy/paste your data into the file into proper columns.
    NOTE: Make sure all your data is clean, especially the email field. Make sure there are no hidden spaces before or after the email address.
  7. Save file.
    • If you are using special characters: SAVE-AS FILE WITH UTF-8 ENCODING.
    • Ensure to keep the file formatted and save as CSV.
      • For PC's, use Save as File Type CSV UTF-8 (*.csv)
      • For MAC's, use Save as Windows Comma Separated (.csv)
  8. Upload your updated template file below.
    • NOTE: Your import will be rejected if 
      • The column titles are changed.

NOTE: If you wish to import existing contacts into Groups that you have created, use the above template to reimport those contacts (You only need to populate the Email column in the import CSV file) into the Group you have selected below. Each contact that you import (and matches an email in your contact database) will be assigned to the Group you select.

X-CD Technologies (pronounced "Exceed"!) has been supporting the association and conference industry since 1995. All of our software modules are proprietary and developed in-house which gives us the flexibility to make customized changes to meet all of our clients unique needs.

We have offices in both San Francisco and Toronto and a network of conference management organizations and suppliers worldwide that can help and serve your needs wherever your next conference venue is located.

Our clients include both small and large associations and conferences and events range from as small as 100 to 5,000 attendees. Our client base includes universities, corporations, associations, private companies, conference management groups and government.

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