Getting Started

You can begin importing orders by selecting Import Orders from the Passes module sidebar.

Once you've clicked this, you'll be given the option to upload a file or generate an import template.

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Importing Files

After selecting Upload a file to import, you'll immediately be asked to provide a spreadsheet file to upload.

  • If you're not sure what to import here, continue reading and consider using our Generate Import Template instructions below to get started.

Once you've provided a file, the second scene will begin by asking you to select the order type. If you're not sure what to put here, select Individual Order.

Next, you'll need to map column headers on your spreadsheet to fields in LENND. Some fields will be shown by default, and others will need to be exposed using the Show/Hide Fields buttons. Overall, there are three types of fields to be aware of:

Contact Fields are for information related related to people in the system. The values in these columns will be used to create contact profiles that are assigned to imported orders (see the bottom of this article for information on duplicate checks).

  • The minimum requirements here are first name/last name or full name and email (you can use a dummy email). You can also import other default contact fields like phone number and address along with any custom contact fields on your event.

Accounts Fields are for information related to groups of people in the system. The values in these columns will be used to create account profiles that are affiliated with imported orders (see the bottom of this article for information on duplicate checks).

  • You are not required to include any account information when importing orders, but you should be using the name field at minimum if you need to be importing orders with a group affiliation.

Items are the passes and meals that make up an order's contents. These options are pulled directly from your item catalog for the Passes & Catering modules.

  • Note: The values of cells in item columns must be integers, and any blank cells will be treated as 0.

Once you've mapped all fields that have been toggled on, a preview will appear on the righthand side showing you the results of importing the first ten lines of your spreadsheet.

If everything looks good to you, click Review in the bottom right corner to perform a dry run of the import that will check for duplicates and errors before committing changes to the system.

If the dry run is completed without incident, you'll be presented with a summary of what will be created and the number of existing records (if any) will be used. If this looks good to you, go ahead and click Import in the bottom right to commit these orders to the system.

If the dry run finds any errors, a summary of issues will be shown. Before proceeding, you will need to fix these issues on your spreadsheet and reattempt the import using the Re-Upload Resolved CSV button.

  • Some of the most common formatting issues include having commas in cells and hyperlinks on emails. If you save your file as a .CSV and remove all commas, you should be good to go.

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Generating Import Templates

Selecting Generate Import Template on the first scene will help you create a spreadsheet that is pre-formatted to collect the data you're looking for. You can use this feature to quickly spin up a document that you can use send out to personnel at your event.

The same field types listed in the section above apply here, where you'll use the show Show/Hide Fields buttons to select the specific fields you want to include on your template before downloading it.

The downloaded file will display your column header across the top, along with a sample row demonstrating the type of data each column should contain.

Note: any spreadsheets imported with the exact column headers provided on Lennd's generated templates will have their fields automatically mapped.

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Duplicate Checks

Duplicate checks are performed on the accounts and contacts listed on your spreadsheet when importing orders.

  • For Contacts, any line that contains the same first name, last name and email as an existing contact in the system will create an order assigned to the existing record instead of creating a new one. 
  • For Accounts, any line that contains the same name as an existing account in the system will create an order affiliated with the existing record in lieu of creating a new one.

Once you've completed your dry run, the report displayed will let you know how many existing accounts and contacts have been found – meaning they will be used in lieu of creating new ones.

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