Add Multiple Invitees from a File
Use this page to import multiple invitees at one time from an .xls or .xlsx file. The file must include invitees’ first names, last names, and ID numbers/one form of contact information such as email or mailing address. Once you've loaded your file, you can select and add Invitees in the file to the invitee list. The Match Status column notifies you if there is a duplicate name or missing information.
Individuals in the import file who aren’t in J1 Desktop or J1 Web are identified as new invitees. You can review their information and click New invitee to add them to the invitee list.
Invitees matching existing individuals in J1 Desktop or invitees with invalid information must be resolved before being added to the invitee list. The following are common import issues and resolutions.
New invitee indicates the imported invitee is not the same as the matched individual and changes the match status to New invitee. Select match indicates the imported invitee matches the select individual that exists in the system and changes the status to verified match.
Invalid format indicates the address, phone number, or name does not match the required import format and the invitee cannot be added. To add the invitee, update the information in the file and re-import.
Invalid ID indicates the ID number in the import doesn’t match any of the ID numbers in J1 Web. The invitee cannot be added. To add the invitee, update the ID number in the file and re-import.
Resolve duplicate match in this example shows the ID number in the import file is tied to someone else in J1 Desktop. You can select the person in the import file or the J1 Desktop person whose ID matches the one in the import file.
Tip
If you use the person in the import file, the information for the person in J1 Desktop with the same ID number is not modified.
Missing contact information indicates the import file doesn’t include the required full name, address, and/or phone number information for the invitee. The invitee cannot be added. To add the invitee, update the information in the file and re-import.
Tip
Additional tips for unverified information for file imports:
Individuals in the import file who aren’t in J1 Desktop or J1 Web are identified as new invitees. You can review their information and click New invitee to add them to the invitee list. Once added, the new invitee option is disabled.
Individuals in the import file who match an individual on the invitee list, but have different contact information can be added as a new invitee.
Review Resolve duplicate match invitees and determine if the invitee in the file is a new invitee to be added or if they match an existing name that should be added to or is already on the invitee list.
For the import to work successfully, there are several required columns that must include corresponding information to ensure there is a way to contact/send invitations to the invitees included in the file.
Required Information
First and last name
ID Number OR one form of contact must be also included. The ID number is used to match up contact information and if it doesn't exist, contact information such as address, phone number, or email address is required. For example, you can import a file that only includes first name, last name, and email information.
Available Columns
LastName (required information)
FirstName (required information)
MiddleName
IDNumber (if not available, one form of contact information is required)
AddressLine1
AddressLine2
City
State (in abbreviated form)
Zip
EmailAddress
PhoneNumber