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| Template field options | - Custom Fields for role: Tick this if you want to import custom fields - the file will contain column to store additional information.
By default, only standard fields are imported/updated. These relate to (some of the) information that can edited via the Personal Details tab of the Person Edit screen.
If the Import Custom Fields option is checked then custom field data can also be imported/updated. These are fields defined under the People...Person Custom Fields menu item.
Custom fields can be defined by and organisation or its parent organisations, and fields can be restricted to only apply to certain Person Roles and or sub roles.
Custom field information can also edited via the Custom fields tab of the Person Edit screen. - Registration Field: Tick this if you want to import registration information - the file will contain column to store registration data e.g. registration type
- Participant Roles Field: Tick this if you want to import participant roles - the file will contain column to store assigned roles e.g. junior, senior
- Team Field: Tick this if you want to import information about team e.g. team name
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| Template preview: Fields and validation rules | - Any records supplied without an ID are treated as new records. However validation checks are carried out when importing to make sure duplicate records are not created.
- Records supplied with IDs are treated as updates. Checks are carried out to make sure the record can be updated. Any changes to first and last names are ignored, as these can only be done by individually editing eeach person record.
- When importing/updating custom fields the CSV format cannot be used, and the file MUST have a header row.
- There are limits to the maximum number of records that can be imported in one batch - see below.
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| Participant filtering options | |
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Click the Download import file template link, and save the file to your hard disc. The file will be in tab delimited format with a header row.
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