Speakers: Import & export list

You can now import speakers profiles with a few clicks, and edit multiple profiles at once by exporting a csv file from the admin panel.

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Importing Speakers

You can create speaker profiles by importing a CSV file to Brella. To import a list, follow the next steps:

  1. Go to the Admin Panel.
  2. Navigate to People > Speakers and click on Import Speakers.
  3. Then, download the right template by clicking on speakers_template.csv from the modal.
CSV - speakers
  • The template looks like the image below, and you can start filling in all the columns with company information as follows: 

    • External ID - optional - This code helps your track this speaker details from another software.
    • First name - mandatory❗
    • Middle name - optional
    • Last name - mandatory ❗
    • Honorific - optional
    • Job title - optional
    • Company name - optional
    • Bio - optional

4. Once you have the file ready, click on Import Speakers

5. Refresh your page, and start adding speakers photos.

Updating Speakers list

When updating the Speakers list, you must include the existing ID aligned with the right speaker details, so you don't create duplicates. Let's show you how to do it.

❗Beware if you want to update a photo, you can only do it manually.

To update existing speakers:

  1. Go to the Admin Panel.
  2. Navigate to People, and click on Speakers.
  3. Then export the Speakers list. Now, remove the profiles you don't want to update and leave the profiles to be updated.
  4. Make the respective changes, and save it as in csv format.
  5. Go back to the Admin Panel, and import the file. The changes should reflect on the panel; if not, please refresh your page.

To add new speakers:

  1. Go to the Admin Panel.
  2. Navigate to People, and click on Speakers.
  3. Then export the Speakers list. Now, empty the file leaving the titles only, or ensure that all profiles have an ID.
  4. Add the new profiles, and save the file in csv format.
  5. Go back to the Admin Panel, and import the file. The changes should reflect on the panel; if not, please refresh your page.

 

Exporting Speakers

It is also possible to export the speaker's profiles in a compatible format for the Import. Rich Text formatting (bold, italic) in the Biography field is converted into an Object Notation compatible with importing back to the system.

To export the speakers' list, you need to:

  1. Go to the admin panel.
  2. Navigate to People > Speakers and click on Export Speakers.
  3. Then, click on export .zip at Export Speakers.

πŸ‘‰Note! When you export this file from the admin panel, it will look a bit different. You will have two new columns:


  • Id is an ID of each profile you create in the admin panel. You can find the ID by exporting the speaker's list.
  • External Id works like a customizable ID. You can use this column to have your own IDs (for example, in your CRM). This way, you can always use External IDs - Brella IDs will be created, but you can ignore them since it will be possible to identify each profile by the external ID.
    • The External ID & ID columns work; similarly, the only difference is that with the Brella ID, you have to automatically use the ID given to a profile in the admin panel, whereas with the External ID, you can use whatever ID you want. If you want to use Brella IDs, leave the External ID column blank. If you want to use External IDs, leave Brella IDs blank.

Last updated on May 2021. 

Written by Stephanie Campano Valenzuela. 

Stephanie-rounded

If you didn’t find an answer to your questions, please contact the Support Team here.

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