lbradford

How to Upload UDF Values

Did you know that you can upload UDF values for a set of registrants? This feature is perfect for when you need to update the same field for multiple registrants. There’s no need to edit each registrant’s record individually. Instead, you can upload a CSV file to update the field for multiple registrants at once.
Follow this step-by-step guide for uploading UDF values:
  • First, go to the User-Defined Fields (UDF) page under the Meeting Wizard header and click the “File Update” link at the bottom of the page.

  • Then, enter your e-mail address in the “Send Notification To” field. Once the upload is complete, a confirmation email will be sent to the address provided.

  • Select the UDF which you would like to update for your list of registrants.

  • Lastly, choose your file and click “Upload.”

Your file must be a CSV file containing three columns–a column of Registrant IDs, a column with the value to be loaded in the field, and a filler column containing an “x” in each row.

RegistrantID

UDFValue

Filler

999999

Yes

x

888888

x

777777

Yes

x

Click here to view a sample file.

The format of the data in the UDFValue column will depend on the type of field you are updating:

  • For text and paragraph fields, the UDFValue column should contain text.

  • For checkbox fields, the UDFValue column should be set to “Yes” if it should be checked, and left blank if it should not be checked.

  • For choice radio button and choice drop-down list fields, the UDFValue column should be set to the ID number of the list item.

To locate the ID number of choice list items, go to the main UDFs page. Click on the “Delete Choices” link next to the choice list to view all of the items in that list. Each item will have an ID number next to it in parentheses–this is the number you should use in the UDFValue column.