1.Import Options:
a.Import Attendees From: You have selected Contacts.
b.To Event: From the drop-down, select the Event into which you are importing Attendees.
c.Set Attendee Types To: From the drop-down, choose the default Attendee Type to which all the imported Attendees will be set initially. You will be able to edit individual Attendees later.
The drop-down is populated by the Attendee Types from Edit Event of the selected "To" Event. (Review Event Management > Edit Event Window > Attendee Setup > Attendee Types.) If you don't have any Attendee Types set up in the Event, this drop-down will be blank.
d.Set Attendee Statuses To: From the drop-down, choose the default Attendee Status to which all the imported Attendees will be set initially. You will be able to edit individual Attendees later.
The drop-down is populated by the Statuses created under EventPro Setup > Attendees > Attendee Statuses.
e.When you are selecting import options, click Next.
2.Options & Contacts: This page displays the list of CRM Contacts.
You will choose which Contacts will be moved into the Attendee Import Summary. The Contacts will not be imported directly into the Event from this page.
a.You can edit a Contact from this Options page by double-clicking the record in the selection grid. The Contact edit form opens.
Make any changes you require, and click Save and Close to return to the Import Wizard.
b.If you only want to import some Contacts from CRM, select the "Import Selected Contacts Only" checkbox.
If you want to import all CRM Contacts, leave the checkbox unselected.
c.If you selected the "Import Selected Contacts Only" checkbox, you now need to select the Contacts to be imported.
i.You can hold down the CTRL key and click on all the Contacts you want included in the import.
ii.If that method takes too long, you can filter the selection grid so that only the Contacts you want appear, and press CTRL + A to select all of the Contacts in the grid.
Review how to filter selection grids in Common Procedures > Selection Grids > Column Header Filter and Filter Editor.
d.When you are done with the Contact Options page, click Next.
3.Import Summary: This page displays the Attendees that are about to be imported into the Event.
In particular, you will want to check the Has Duplicates column, which will be selected if there are possible duplicate Attendees already in the Event. You can edit the imported Attendee, and determine whether or not to use one of the existing duplicate Attendees.
In the Import Summary, you can edit individual Attendees, multi-edit Attendees, and remove Attendees you don't want to import.
a.Edit: Double-click the Attendee record you want to edit.
Make any changes you require in the Event Attendee edit form, and click Save and Close to return to the Import Summary.
This edit form is very similar to the Event Attendee edit form covered under Add Attendee to Event, above. In particular, if you need to deal with potential Attendee Duplicates, you may want to review the topic Duplicates, above.
b.Multi-Edit: Hold down the Ctrl key, select the Attendees you want to edit, and click the Multi-Edit button 
.
The Event Attendee multi-edit form appears. Make the edits you require, and click OK to return to the Import Summary.
c.Delete: Select an Attendee or multi-select the Attendees you want to delete. Click the Delete button above 
.
The Delete dialog asks if you want to proceed with deleting the selected record(s). Click Yes to continue.
4.When you are done making adjustments in the Import Summary page, click Finish.
5.If you have Auto-Add Attendee Registrations set up for the event (review Event Management > Edit Event Window > Attendee Registrations), the Confirmation dialog will ask if you want to Auto Add Registration Items.
Click Yes or No. The import will proceed whether you click Yes or No, but if you click Yes, the Auto-Add Registrations (if they exist) will be added to any applicable Attendees (depending on Attendee Type).
6.The imported Attendees will appear in the Attendees tab of the selected "To" Event.
If you don't see the newly imported Attendees in the grid immediately, click the Refresh 
button to refresh the screen.
