Import and export your lists
One page in Settings for bringing your events, contacts and members in from a spreadsheet and taking every list out as a CSV file.
Settings → Import and export holds every import and export your organization has in one place. Each row shows only if your role can use it.
Import
- Events: from a spreadsheet, with dates, places, descriptions, tags, a ticket and photos. See Import events from a spreadsheet.
- Contacts: the same import as on People. Only the owner can import contacts.
- Members: see Import members from a spreadsheet. It needs at least one tier.
Export
Click Export beside a list. A small window asks which ones, where it applies, and lists what's in the file. Export CSV saves it; Excel, Numbers and Google Sheets all open it.
- Events: All, Upcoming or Past. The columns are the ones the event import reads, so the file imports into another organization as is.
- Contacts: everyone on your list, with their details and totals.
- Members: Current or All, including members whose membership ended.
- Attendees: every ticket across your events, with the buyer, status and check-in. Tick Include answers to your questions to add them.
- Transactions: All or This year.
Download all saves one ZIP with every list you can export.
Amounts show only for roles that can see money. Exports from an event's own pages, People, Members and Transactions still work as before.
History
History lists the imports and exports from the last 90 days: what, how many, who and when. An event import you made shows Undo, which deletes its events except any with registrations.