Descriptions of Bulk Import Template Fields
Create Sessions in Bulk
- Click Manage Sessions from the Admin dashboard
- Scroll to the bottom of the page, and then click Import Sessions
- Download the template Excel file by clicking the link
- Open the template Excel file and replace the placeholder text with the event data. Descriptions of all fields within the import template can be found below.
- If adding multiple presenters, separate each name with a comma
- Save the Excel file as an XLS file and upload it back into Conferences i/o.
- Administrators can optionally download an import summary after completing Step 6. The import summary includes the original import spreadsheet, and marks any errors that occurred during import.
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Descriptions of Bulk Import Template Fields
Field |
Description |
| Session Name | The title of the session, presentation, training, etc. |
| Date | The date that the session is taking place. |
| Start Time & End Time | The times that the session begins and ends (based on the Timezone set within Admin --> Event Details) |
| Location | The location the session is taking place. This could be the city, specific conference room, etc. |
| Session ID | Formerly known as Access Code, an optional Session ID can be configured to help identify this session. Session ID will be included in reporting. |
| Presenters | The full names of the presenter(s) or instructor(s) for the session. |
| Moderator Password | If configured, moderators will be required to enter this password in order to moderate the session (instead of the default global moderator password) |
| Check-in Required* | Require attendees to enter their ID information to check-in to the session for CPE purposes. |
| Check-in Code* | If configured, attendees must successfully enter this check-in code before joining the session. Check-In Codes are not case sensitive. |
| Check-out Required* | If configured, a Check-out button will be displayed within the session page and a timestamp will be captured when an attendee checks-out (for CPE purposes) |
| Check-out Code* | If configured, attendees must successfully enter this code in order to complete their check-out from the session. Check-out Codes are not case sensitive. |
| (Learning) Objectives | You may add up to ten learning objectives. These objectives can then be attached to an evaluation question to duplicate the question for each objective during the evaluation. |
| Field(s) of Study* |
The type of CEU credit(s) that can be earned from the session. This could be a generic "CPE" or "CLE" or a specific type of credit like "Auditing" or "Ethics" |
| Field of Study Credit* | The number of CEU credits that can be earned from the session (per field of study). |
* These fields only apply to Conferences i/o applications with the Attendance Tracking upgrade enabled. They will not appear within applications that do not have the Attendance Tracking upgrade.
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