Entering CSV file information for Zoom Events

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Hosts can create sessions manually or speed up an event creation by uploading a CSV file with session dates, names, times, descriptions, speakers, and more.

This article covers:

CSV fields

  • Type: Enter the session type as Webinar or Meeting.
  • Session Title: Enter the title of the session.
  • Session Description: Provide a description about this session.
  • Date: Enter the date (YYYY-MM-DD) of the session.
  • Start Time: Enter the start time (HH:MM) of the session; be sure to specify between AM or PM.
  • End Time: Enter the ending time (HH:MM) of the session; be sure to specify between AM or PM.
  • Host (Primary Speaker) Full Name: Enter the full name of the host.
  • Host (Primary Speaker) Email: Enter the email address of the host.
    Note: Do not add additional punctuation or spaces after the email address.
  • Host (Primary Speaker) Company Name: Enter the name of the company the host is representing.
  • Host Job Title: Enter the job title of the host.
  • Speaker Full Name: Enter the full name of the speaker
  • Speaker Email: Enter the email address of the speaker
    Note: Do not add additional punctuation or spaces after the email address.
  • Speaker Company Name: Enter the name of the company the speaker is representing.
  • Alternative Host Emails: Enter the email address of the alternative host.
    Note: Do not add additional punctuation or spaces after the email address.
  • Q&A Panelists: Enter the email address of the Q&A Panelist
  • Audience: Define the audience the session is designed for.
  • Track: Enter the track type. Tracks are a way to group multiple sessions together based on the type or topic of the sessions. The track will be used in the UI for search and discovery of relevant sessions. You can upload the CSV file with default track names ("Track1", "Track2"), but for best practices, name the tracks according to their theme.
  • Product: Enter the session's product for discussion. Enter the session's main topic of discussion.
  • Level: Define the audiences' level of aptitude towards the session topic.
  • Featured: Enter "True" if the session is a featured session, or "False" if it will not be a featured session.
  • Chat Channel: Enter "True" if the chat feature will be available in the session Lobby, and "False" if it will not be available.

Frequently asked questions about CSV File Information

What happens when I need to edit my CSV and re-upload to Zoom Events?

Zoom Events will check the re-uploaded CSV for any difference in data and populate the event accordingly.

When creating an event, is it possible to add a session manually without uploading from a CSV file?

Yes, you can manually add sessions.

If importing information from a CSV file, is it always required to go back and add images for sessions and speakers?

No, a default image is created for sessions and speakers. These default images can be replaced at any time.

At what point does Zoom Events automatically send an email to the guest speakers I’ve added to my conference?

The email will be sent to the guest speakers when the event is published. For more information about Zoom Event email notifications, click here.

Is there a character limit per cell in the CSV columns/rows?

Character limit corresponds to the character limit in the event creation workflow. The Session Title and Session Description fields allow for 10,256 characters.

What are the optional track types? Can I name my own?

The host or the event creator can add an optional track that will help attendees search and discover sessions that have similar themes/subject matter. The tracks are added by the event creator and can be called anything the event creator wants to call them (to ensure discoverability of the sessions).

Are there characters that aren't allowed?

Only plain text is allowed. Editors cannot italicize or bold words either.

What are common issues/errors I will get?

Formatting cells exactly as described is critical for a successful CSV upload:

  • Review the date column. Ensure that it is in the correct (YYYY-MM-DD) format.
  • Apostrophes can cause problems. Often, opening and closing quotes(“/”) are not respected. This will result in a grouping of the preceding and following characters and upload the CSV file incorrectly.
  • Do not add any title rows or headers, as this will prevent proper upload agenda creation.

Remove any duplicates of information. Please note the following limitations:

  • Event organizers cannot assign themselves as a panelist or speaker.
  • You cannot have duplicate email addresses in the same line as duplicate roles.
  • When adding email addresses for speakers, use the same email address the speaker will use to sign in to Zoom.

Can I add multiple email addresses within a single cell? How do I separate them?

You can add multiple email addresses in the Alternative Host Emails and Q&A Panelists fields: The email addresses can be separated by commas; spaces after the commas are also required.

Which fields are required?

The required fields are:

  • Type
  • Session Title
  • Session Description
  • Date (YYYY-MM-DD)
  • Start Time
  • End Time
  • Track
  • Chat Channel

The following fields are not required for the CSV file upload but are required for the event to be published:

  • Host (Primary Speaker) Full Name
  • Host (Primary Speaker) Email
  • Speaker 1 Full Name
  • Speaker 1 Email

How do I add more columns?

More columns can only be added for speakers. To add more columns:

  1. Insert two columns after the speaker 3 Email column.
  2. Name the first column “speaker 4 Name”.
  3. Name the second column “speaker 4 Email”.
  4. If you have more speakers, repeat these steps with the correct numbering.

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