If you ready to import your guest list, then this is the article for you! However, before you start reading about the steps, we urge (we would require it if we could) to read through this article on how to prepare your data for upload. That article also shows you where to find the sample guest list template. There is no sense in uploading bad data and then having to start all over again. No sense! Let's get it right the first time if we can.
Ok so you are still reading, then you have your data ready to go in your spreadsheet. You used our template, you scrubbed your data and its all good! So here are the steps.
Get your Sheet into the Right Format
Ok this sort of a trick question. If you used our template it IS in the right format. It needs to be a CSV file. CSV stands for "comma separated value" and represents a basic text file with all of your data in it with the fields (first name, last name, etc.) separated by commas. If you made a decision at some point to save it as an XLS file (why?), then you need to save it back to a CSV. \
Also, if you added or removed columns, then you will need to remove those or add those back. If you can't remember what you added and removed, then grab a new sample file and copy your data back to it.
Import the Spreadsheet
To import your guest into Handbid from the auction manager go to people tab and select guests under the guests select guests import. On this page, you will see the sample file, and the choose a file button. You will use the sample file to enter all your guest list data and then upload into Handbid. You can drag and drop the file to upload or you can upload by clicking the select a file button.
Once the spreadsheet loads, you will see a sample of it just below the Headers. The header boxes represent the fields in the Handbid database that need to be matched to your spreadsheet.
If you used our template (and did not modify it), then there is a shortcut you can click on that will match the headers for you! This is the "auto match" link in the sentence just below "MATCH HEADERS". Clicking that will map the Handbid fields to the columns in your spreadsheet.
If some of them didn't match (or if you did not use our template), you will need to drag and drop the boxes down on to your columns in the sheet below to match them. The red (pink) boxes are required.
Once the headers are matched, click the "Validate" button to have Handbid check your work.
Once you have validated your spreadsheet you will be presented the total, errors, warnings, and skipped. Errors and warnings will display a description of the issue. Click on the Errors / Warnings buttons on the right to see where Handbid found issues. Warnings can be ignored (but should be reviewed). Errors either must be fixed or Skipped. You can skip them by checking the skip box on the right-hand side.
Guest List Upload Options
When your sheet is ready to upload (no more errors!), click on the Import button to start the process. Once you do this, Handbid will present you with a confirmation dialog where you have 2 options you must decide upon.
1. DO you want to undelete any previously deleted guests. If Handbid finds a deleted guest with the same email address, it will "undelete" that guest instead of adding them into the system again.
2. Do you want to assign paddles on import? This is where you can "pre-assign" paddles on import. We don't love this option but for those that want to do it, this is where you will allow your guests to have a paddle number reserved for them. Once these paddles are assigned, they can't be "unassigned", meaning that 101 will be taken! However, you can swap paddles around if you want.
Once you make your selections on the upload options, you are ready to import. Hit the import button and the system will start the process!