Managing and understanding your guest list CSV
When a customer completes a transaction for one of your events, their details are recorded in a handy “.CSV” spreadsheet document which can be downloaded on your event dashboard as a guest list.
The default information included will be information such as name, email address and order number - but the document will also display answers to any custom questions you may have added to your tickets, the time of purchase and much more.
If you have included a lot of additional options, this could make the CSV appear jam-packed very quickly! This helpdesk article will run through a few ways to organise the CSV, as well as guidance on what the columns mean.
If you organise events with using our multi-date tool, you can download CSVs for specific dates or for all of the dates within an event. You can download the guest list for an individual slot by selecting your preferred date from the ‘Options & Info’ drop down on your event dashboard.
Auto-expand and manually expand cells
When opening the file (in Excel, Google Sheets or similar), the columns are likely to be condensed to fit all of the information on the screen, although limiting the visibility of individual cells. You can automatically expand all cells by selecting the full sheet and clicking ‘Format’ - ‘AutoFit Column Width’:
Alternatively, to expand a single column, simply drag the column divider:
Sorting the CSV
If you’d like to see the information in a particular order, whether by ticket type, purchase date or event date, you can do so easily.
Before organising the data, freeze the title row so it is not included when ordering alphabetically or by date.
Firstly, select the column you’d like to organise by and then select the entire sheet by typing Ctrl + A (Windows) or Cmd + A (Mac). Then select the ‘Sort & Filter Menu’ and choose which order you’d like the sheet to be organised by.
Ensuring additional options match up across ticket types
When creating additional ticket options that appear on multiple ticket types, ensure the information and labels you input match up across each ticket. Otherwise, when you load the CSV, the information will be split across multiple columns and will not be merged into one.
Ticket purchaser v Ticket holder
You’ll notice the first two columns column on your CSV are the ‘Ticket Purchaser First Name’ and Ticket Purchaser Surname’. These columns have the name of the customer who completed the order - in columns D & E (Ticket Holder First Name/Surname), you’ll find the name of the customer attending the event. The purchaser and holder names may differ when tickets are bought on behalf of an attendee or in group purchases.
If you’ve downloaded the CSV after your event has taken place, you can quickly see who attended and who didn’t by looking at the ‘Ticket Scanned’ column. ‘Yes/No’ will display depending on whether or not the ticket was scanned upon entry.
If you’re looking at your CSV before your event, every ticket will say ‘No’.
Notes can be added to orders.
This is helpful if you want to note any requirements not captured during the purchase process, e.g. if they have people they’d prefer to sit with. Notes you add will be included in the CSV.