There are two ways to import into Lennd. You can import Groups and People with data only or you can import Groups and People with their credential, catering or asset requests. You can do one or the other or both.

Importing Groups and People

Importing Orders (Credential, Catering or Asset requests)


Importing Groups and People

You can import records (groups or people) into Lennd via CSV. You can use your own CSV but the safest way is to download the template provided by Lennd.

To get started, from any module, click ‘Options’ in the top right-hand corner.

Choose Import .CSV

In this next screen is where you upload your file (or, if you use the Lennd template), click ‘Download Sample CSV from the bottom right.

Your CSV template will build based on the fields you are currently showing on your index.

Enter your data in your CSV file. Note: If you have drop down fields, you’ll need to enter an option that you have within that dropdown list (it will not create new options). Save your file and browse where it says Upload a file to Import

Select your file.

Click Upload and you’ll be presented with a screen to map the columns from the CSV to the field in Lennd

In this screenshot, the options on the left are the fields in Lennd

The column header dropdowns are where you will choose what columns in your spreadsheet will go into those fields.

Note: If there are fields on the left that you don’t want to import, just click the green slidebar to turn them off

Now you have all of your columns matched up, click Import.

The next screen will let you know what/if any rows successfully imported and/or if any failed. You will also see a grid that will outline what is accepted for each of the fields which will help you troubleshoot if your import is failing.

If your import was successful, you will see this page. Click done.


Importing Orders

Getting Started

You can begin importing orders by selecting Import Orders from the Passes module. If you click on Passes on your left sidebar then click Manage at the top then click Options to the right.

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

If you're not sure what your import file should look like, consider using our Generate Import Template (instructions below) to get started.

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.

Importing Files

Select Upload a file to import and you'll immediately be asked to provide a spreadsheet file to upload.

First, identify the type of order; Group or Individual. Individual orders are when the items being requested are being assigned to each person while Group is assigning to the Group/Department/Company as a whole.

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.

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.

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.

Did this answer your question?