Import Sessions via File Upload

Session data is required for attendance tracking. Instead of adding in one session at a time, clients can opt to upload a spreadsheet of numerous sessions and details.

To import sessions, follow the step below:

1. In the left-side navigation, click the arrow next to Attendance Tracking to open the menu
   
2. Click Manage Sessions
3. Click the Import Sessions button
4. Click the Export Sample button to download a session upload template document (if needed for reference)
5. Once your session document is finalized, click the Upload Spreadsheet button
   
   
6. Select the Import Mode from the dropdown
   • Import and Update: To update existing sessions
     • This option requires you to choose a field to update on - it is recommended to choose Name
   • Import Only: The system requires you identify the data in each column
7. Map the fields - the system requires you identify that data in each column
   
   
8. Click the Start Import button
   

Once completed, you will receive a report on number of successful imports and the data that was updated, and the number of failed imports.

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