Import people to your lists

If you already have a long list of people on your list and want to import them into WaitlistPlus, we will import the list for you.

Requirements

1. You have a file that contains your list. Typically this is a CSV, XLS or XLSX file, but we could process other formats as well. See below for File layout tips.
2. You have paid for a annual subscription.

Steps to import a list

1. Create a WaitlistPlus account.
2. Set up your lists and custom fields and test out your setup during your free trial period.
3. Send us a copy of the file you’d like to import so we can review it and let you know if:
   • Whether it can be imported.
   • Whether any changes are needed to the file or your account setup.
4. Pay for your annual subscription.
5. Send us a recent copy of your list with any changes made that we have requested.
6. Wait. We usually are able to process imports within a few days if not the same day. It partly depends on how much we have to modify the file to do the import.

File layout

Following these basic rules makes it easier for us to import your data.

• All members of a family should be on the same row. If you have two parents and one child, they should all have their own columns on a single row. For example:

• Name fields should be separated into columns for each part. In the example above, there is a column for first name and one for last name.
• Each person on the list should have a DateAdded column. This is the indicator that a person should be added to a list, and is not just a family member added for additional information.
• If you have date-based lists, you must include a Birthdate column that has a valid date.

Can I import my data for use during my trial period?

Unfortunately not. We require a paid annual subscription to help offset the cost of doing the import. Every list we get is different and usually takes a few hours by a human to review and massage the data to guarantee a successful import.

While we understand there may be benefits to having your own data for a trial, that’s not really the purpose of our free trial. The purpose of the trial is to learn the features of the software, and give you a chance to configure your account to your liking. This can easily be done by entering some fake person information, and/or your own information.

If you are happy with your account setup and would like to make a purchase prior to the expiration of the free trial, that is perfectly fine.