Importing Offline Payments

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Have you collected hundreds, maybe thousands, of payments onsite or outside of Cvent? Import the payment data all at once to keep registrants' records together and up-to-date.
 
NOTE: Invitees must have registered or canceled before you can import offline payments.
  
1 Access the Offline Payment Import Wizard. Begin by selecting your event. From the left-hand navigation, click Attendees, then Attendee List. Hover over Actions in the top-right, then click Import Offline Payments.

2 Download the sample file. Click Download a file, and save the sample file.

 
User-added image

Locate the sample on your computer or network. Right click the file, hover over Open with, and select Microsoft Office Excel

3 Prepare your data. Do not delete or reorder anything in the first row. These are the column headers. All other rows should contain specific values for each column.

Additional formatting requirements include:
  • Your file must be in a tab-delimited (.txt) or Microsoft Excel (.xls or .xlsx) format.
  • First Name, Last Name, Date, Type, and either Confirmation Number or Email Address are required for every row.
  • The payment date should be either MM/DD/YYYY or DD/MM/YYYY.
  • Leaving the Amount blank will mark the invitee as paid in full.
 
NOTE: It is possible to overpay while importing. Double-check how much your invitees owe beforehand.

After adding your data, save the spreadsheet as a tab-delimited (.txt) or Excel workbook (.xls or .xlsx) file.

4 Import the file. Back in Cvent, click Browse... to locate the file on your computer or network. Once you're done, click Next.

 
NOTE: Will someone be paying with credits? Remember to update the invitee's record in your Address Book.
Map your columns to the Cvent fields and click Next again.

Your selections from the prior steps will appear. If you need to make any changes, click Previous. Click Finish to import the file.


 

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