📊Adding Guests via Excel Import

Adding Guests via Excel Import

Uploading an Excel/CSV file is the most efficient way to add a large number of guests in Weddingkart. This ensures quick processing and seamless guest list management.

Excel Import Process Visualization

📥 Steps to Upload an Excel/CSV File

1️⃣ Navigate to Guest Management

• Open the Guest Management section in the Weddingkart app.

• Click on Add Guests → Upload Excel/CSV.

2️⃣ Select & Upload File

• Choose your Excel/CSV file from your device.

• Click Upload to begin processing.

3️⃣ Validate & Confirm Guest Data

• The system analyzes the Excel file and detects any issues.

• If the system does not understand any sheet in the Excel file, it will throw an error and will not proceed.

• If at least one sheet is valid, but some rows contain issues (e.g., missing or badly formatted phone numbers), the system will show a warning.

• You can either:

  • Ignore warnings and continue, or

  • Abort the import, fix the errors in the Excel file, and re-upload it.

4️⃣ Select Groups for Imported Guests

• After proceeding, the system will show all the groups it detected in the file.

• You need to choose the groups relevant to you.

• Select a group only if you plan to use it later for sending targeted WhatsApp messages.

5️⃣ Finalize & Save

• Click Save, and the guests will be added to your wedding.

🔄 Reuploading an Excel Sheet

• You can upload an Excel file multiple times.

• If a guest already exists in the system, reuploading will update their details, including:

  • Name changes (the name for that particular phone number will be updated).

  • Updated group assignments.

• Any new guests found in the file will be added as fresh entries.

⚠️ Caution:

• If you change a guest's name in Excel, the system will update the name for that phone number.

• If you change a guest's phone number, the system will add the new number but will not remove the old number. You will need to manually delete old numbers if required.

📌 Excel Formatting Guidelines

To ensure a smooth upload process, format your Excel file correctly:

✅ Mandatory Columns:

• Guest Name (Required)

• Phone Number(s) – Up to 3 per guest (Required)

• Group Name (Optional)

✅ Formatting Tips:

• Ensure each guest has at least one phone number.

• Phone numbers must include country codes (e.g., [phone]).

• Column headers should be clearly labeled.

• Avoid special characters or unnecessary spaces.

🔄 Editing Guest List After Upload

• Once uploaded, you can edit guest details individually in Guest Management.

• If bulk updates are required, you can re-upload an updated Excel file.

🚀 Best Practices for Excel Upload

• 📂 Use Excel templates provided by Weddingkart for smooth imports.

• 🔍 Review and clean the data before uploading to avoid errors.

• 🏷️ Use meaningful group names to organize guests efficiently.

• ✅ Choose only relevant groups to keep guest segmentation clean for WhatsApp messaging.

• 📌 Keep the number of groups under 10 to maintain simplicity and avoid confusion.

🔗 Related Topics

• Adding Guests - Overview of all guest addition methods

• Managing Guest Groups - For organizing your imported guests

• Adding International Guests - Important for international phone numbers

• Announcements & WhatsApp Messages - For sending messages to your imported guests

For any issues related to Excel import, check the FAQs or contact support within the app.