📄 How to Import an Event Guest List in Proptia

How to Import an Event Guest List in Proptia

Before You Begin

Make sure you have:

  • A prepared guest list in Excel

  • First name, last name, email, and phone number for each guest

Step 1: Open the Visitor Directory

  1. In the left menu, select Directories

  2. Click Visitors

  3. Select the Add button in the top right

You are now creating a new visitor record.

Step 2: Switch to Event Mode

  1. Locate Registration Type

  2. Change the dropdown from Individual to Event

New event setup options will appear on the screen.

  1. In Select Event Visitor, choose Import List from Excel

This tells the system you are uploading a group.

Step 3: Download and Prepare the Template

  1. Scroll to the Guest Details section

  2. Select Template Download to save the Excel file to your computer

  3. Open the file and fill in your guest information

Important rules for formatting

  • Do not edit or rename the column headers

  • Remove any blank rows

  • Double check emails and phone numbers

  • Save the file somewhere easy to find

The system depends on correct formatting for a successful upload.

Step 4: Upload the Guest List

  1. In Proptia, click the Browse button

  2. Select your saved Excel guest list file

  3. Confirm you see the file name next to the button

  4. Click Import List

The system will upload every guest from your spreadsheet into your event.

Step 5: Confirm Your Event

After the import completes:

  • Check the list of guests shown on screen

  • Make edits if needed

  • Publish the event when ready

Your check in team will now see your guests during the event.

Tips for Success

  • Use one spreadsheet per event

  • Keep a record of the original list for tracking

  • Test with a small upload if this is your first time using the feature

You Are All Set

You have successfully created an event and imported your full guest list into Proptia. Future uploads will be even faster now that you have the template ready.