Import participants into a session

Import participants into a session

1. Login and click on the Encounter Session/Retreats button.


2. From the overview screen, double-click the desired session to open it.


3. On the left vertical navigation bar, select Participants.


4a. In the top right corner of the screen, click the import button .
   b. Select the File button to import a file from your computer.
   c. Click Next.


5. From the Import Participants screen, you can click the Browse button to upload the file of
     participants. Before importing, click on the sample file link. To import properly, your file must
     be in the same format as the sample file.


6a. Clicking the sample file link will open a Save As window on your computer. It will open to
       your default download folder, or the last folder in which you saved an item. You can
       change where the sample file will download by clicking in the side navigation. 
   b. Clicking Save will save the sample file in the location you designated on your computer.



7. Once you file format matches the format of the sample file:
  a. Simply click the Browse button;
  b. Locate the file you wish to import;
  c. Then click Open.


8. The selected file will automatically appear in the Import Participants file field and the

     Import button will become active. Click the Import button.

9. Your participant file is now imported into the selected session. The system automatically
     alphabetizes the file by last name. You will receive a summary indicating total records
     imported and any records that may need attention. Click View Details to generate a pdf
     report of your import.



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