How to Import Users (ConfTool Pro)
Every conference has persons with special tasks, like conference chairs or reviewers. Some of these users need special rights in the ConfTool system, therefore they need an account with the according role / status.
If these users registered themselves, administrative users can change the role of these persons (select "edit" from the list of users). However, for an organizer it is often advisable to create the required user accounts and not to wait for the persons to register themselves.
You have several options to create new users in the ConfTool system. Any user with administrative rights can always create new user accounts "manually": Select "User and Participant Management" from the overview page and then "Create New User Account". Here you can also set the status / role of the new user and send him an automatically generated e-mail with his registration details.
If you already have a list of users, e.g. with your reviewers or PC members, you can also use the import function of ConfTool Pro. This file has to be in CSV format (Comma Separated Values). You find example files below.
To create a CSV file you can use (almost) any spreadsheet program like Microsoft Excel or OpenOffice Calc. Usually you find this function in the menu "File" => "Save As..." and select "Text CSV" (or similar) as file type.
The user import function of ConfTool Pro is a four-step process:
- Select the file to import, the character set, and some details about your CSV file format. If you don't know how the file is formatted, open it with a text editor, or just try different options. You find example files below.
- Preview the import and assign the columns of the import file to the according fields of the ConfTool Pro database. The three fields "Name", "First name" and "E-Mail" are mandatory.
- Check how the import will be performed and select the rows to be imported. You can now also set the user status / role (e.g. reviewer, chair) for all persons imported at this time. Furthermore, you have the opportunity to send them e-mails with their user name and password. As administrator you can also send them the user name and password later using the bulk mail feature (usually recommended).
- Start the import. You get an overview of the import results.
Please note that user names and passwords can be created automatically during the import process.

Example Import Files
Excel Note: Pre-Processing your Import File
If your import file has first name and family name in one field / column, you have to split this field into two fields first. With Excel this can be done using some simple string functions:
If the full name is in field "A2", please create two new empty columns right of the first column (B and C).
The first name can be calculated by using "=LEFT(A2;FIND(" ";A2;1) -1)"
The surname can be calculated by using "=RIGHT(A2;LEN(A2)-FIND(" ";A2))"

