Importing participants

Importing participants will depend on the data you have in your current systems.

Shocklogic has a number different types of fields these are listed below:

• Demographic Fields
• Activities
• Free Fields 
• Hotels

Each type of field comes with a set of input types such as Text, Checkbox, Dropdown, etc:

Demographics

• Dropdown
• Text

Activities 

• Checkbox
• Dropdown
• Number
• Price
• Radio button

Free Fields 

• Attachment
• Audio
• Checkbox/Boolean
• Currency
• Date
• Date of Birth
• Drop-Down List
• Filter
• Memo
• Number
• Radio Button
• Text
• Time

Hotels

• These do not have an input type as such, however there are some pre defined Id's for Hotel, Room Type 

These Fields come with a set of Super Powers for example:

• You can control which activities are seen when you select a Particular Country from the Demographics Dropdown list
• You can control which activities to display based on activity selections on the first page of the form

When it comes to importing Demographic Fields you have the following fields available to import:

• Address_1
• Address_2
• Address_3
• Address_4
• Biography
• City
• Company
• Country_Code
• Date_Of_Birth
• EMail
• Email_Check
• Email2
• Email2_Check
• External_Identifier
• ExtraField01
• ExtraField02
• ExtraField03
• ExtraField04
• ExtraField05
• ExtraField06
• ExtraField07
• ExtraField08
• ExtraField09
• ExtraField10
• ExtraField11
• ExtraField12
• ExtraField13
• ExtraField14
• ExtraField15
• ExtraField16
• ExtraField17
• ExtraField18
• ExtraField19
• ExtraField20
• Family_Name
• Family_Name_For_Badge
• First_Name
• First_Name_For_Badge
• Gender
• ID_Number
• Image01
• Image02
• Image03
• Image04
• Image05
• Job_Title
• Membership_No
• Mobile
• Nationality
• Owner_For_Group
• Passport_Number
• Password
• Prefix_Title
• Special_Needs_Dietary
• Special_Needs_Physical
• Suffix_Title
• Telefax
• Telephone
• URL
• VAT_Number
• Zip_Code

How to Export Participants for Direct Import

 To simplify the process of transferring participant data between projects, a dedicated Web Report is now available so you can download a full list of participants formatted specifically for the PL import system.

How to generate the export file:

1. Go to the Reports menu and select Web Reports.

2. Locate and run the report labelled "Export Participants".

3. Download the resulting Excel file..

Why use this report? The downloaded file mirrors the required column structure for data imports. This allows you to export data from "Project A" and import it seamlessly into "Project B" (or any other project) without needing to copy-paste data into a separate template.

Once you have done this you are ready to start importing your data.