Converia Manual
Support CenterConveria BlogCompany
EN
EN
  • 🚧Under Construction
  • Converia at a glance
  • Glossary
  • General
    • A new event in Converia
      • Create a new conference
      • Central settings and individualization
        • Conference name, location and date
        • Header, logo and visibility
        • Contact information
          • General contact
          • Registration contact
          • Contact person for submission and review of papers
        • Central form settings for entering personal data
        • Mandatory information (General terms and conditions, Imprint, Privacy policy)
          • Add and link terms and conditions (GTC)
          • Add and link a privacy policy
          • Add and link imprint
    • Your own Converia website
      • Article
        • Add and edit article categories
        • Add and edit articles
          • Types of articles
            • Create articles with Rich Text Editor (RTE)
          • Article languages
      • Page structure
        • Create and edit folders
        • Create and edit pages
          • Page templates
          • Action names
          • Page content and modules
            • Restrict the visibility of page content
          • Page link
      • Structured data
      • Media
      • Link the organizer's external website
    • Email communication from Converia
      • Create and send emails
        • Send vouchers by email
        • Send link for password reset
        • Send link to participation confirmation
        • Send account information for (imported) persons
      • Send emails from the booking list
    • Archiving conference data after an event
  • Attendees
    • Setting up the registration
      • Checklist: Have you considered everything before starting the registration?
      • Activation of the registration
      • Inquiry of interest before the start of registration: Pre-registration
      • Basic setup of the registration
        • Request of attendee-data in the registration process
          • Standard form fields
          • Custom fields for all persons
          • Custom fields for certain groups of persons
        • C3 - The login area for attendees
        • Methods of payment
          • Simple customization of existing payment methods
          • Creating new payment methods
          • Special case: Free participation as a payment method
          • Enable and restrict payment methods for persons and countries
          • QR-Invoice
        • Free events without invoices
        • Providing the booking confirmation before or after receipt of payment
          • Providing the booking confirmation: Only for paid invoices
          • Providing the booking confirmation: Never
          • Providing the booking confirmation: Upon confirmation
        • Individual information texts and additional information in the registration process
          • Customized content on the final page
      • Create the offer overview
        • Tips for working in the offer wizard
        • Create offers and their structure in the offer wizard
          • Extended configuration options for categories
          • Extended configuration options for offers
            • Additional mail attachments and mail texts for certain offers
          • Define dependencies between offers
        • Price groups (types of participation)
        • Extended configuration of price groups
          • Mail attachments for certain price groups
        • Define registration periods
        • Questions and answers
          • Overview of answer links
          • Hide/deactivate offers automatically
          • Additional queries within offers
          • Editing questions, answers and links
          • Clean up answers
        • Setting quotas
          • Set quotas for offers
          • Set quotas for booking options (answers) within offers
          • Display utilization of contingent offers in the frontend
          • Deposit total quotas across all offers
          • Deposit contingent for early bird discounts
          • Set up waiting list for fully booked offers
        • Restrict the visibility of offers
        • Map offers for accompanying persons
        • Hotel bookings for attendees
        • Mapping tax rates
          • Create new tax rates
          • Mapping different tax rates within one offer
        • Reverse charge in the booking process
          • Reverse charge setup
          • Reverse charge procedure in the front end
          • Reverse charge procedure in the backend
      • Create templates for invoice, booking, participation and payment confirmation
        • Set up invoice document
        • Set up booking confirmation
        • Set up confirmation of participation
        • Update attendance confirmation
        • Set up payment confirmation
      • Cancellation terms
      • Vouchers
        • Configure types of vouchers
        • Create and manage vouchers
      • Lists of participants for organization and information
      • Create surveys for participants
    • Manage people and participants
      • Language of a person
      • Find and synchronize duplicate personal entries (duplicate synchronization)
      • Persons in papers – author addresses vs. main address
      • Import people into Converia
        • Reviewer Import
        • Members
          • Configure matching criteria for member lists
      • Optimal overview of the registration status: customize the dashboard display
      • Managing bookings and invoices
        • Create new bookings
        • Create new invoice
        • Update invoices
        • Cancellation at a glance
          • Cancel an invoice
          • Cancel a booking
          • Editing or canceling booking options
            • Edit an offer
            • Charge a handling fee and show it on the invoice
        • Change invoice recipient or billing address
        • Insert additional information on individual invoices
        • Complete incomplete booking in the backend
        • Add to or edit booked offers
          • Adjust price group retroactively
          • Adjust payment method retroactively
          • Add a voucher retroactively
        • Exchange participants in a booking
        • Export invoices
        • Extended statistics
      • Managing payments in Converia
        • Send payment reminders (dunning letters)
        • Change payment method of participants
        • Make backdated payments
        • Make a credit card payment in the backend
        • Enter payment or credit memo for an invoice
        • Payment exports
        • Accounting interface
      • Import bookings into Converia
        • Create predefined shopping cart
        • The booking assistant
    • 👨‍💻Speaker Mangement
    • 👨‍💻Check-In on site
      • Payments on site for ticketing customers
      • Set up self-service
      • Configuring the scanner for on-site use
  • Papers
    • Configuration of paper submission
      • Configuration of abstract submission
      • Custom frontend submission text
      • Paper topics
      • Forms of presentation
    • Configuration of reviewing process
      • Activation, phases and deadlines
      • Define review criteria
      • Revision of the paper by the submitter
      • Test of the review in the frontend
      • Create reviewers and assign topics
      • Assign papers to reviewers for review
  • Tips for reviewers: How to review many papers faster
  • Ticketing-Processing with Converia
    • General information
      • Distribution of attendees' funds
      • Who is responsible for cancelations or rebookings?
      • Cancellation or rebooking costs
      • Test bookings
      • Send payment information for (subsequent) payment
      • Contact details
  • ADMINISTRATION
    • Rights management for Backendusers
    • Data cleansing in Converia
    • Create subsequent subportal (language)
    • Adding Custom Fields
    • Adding new Payment processors
    • Converia APIs
Powered by GitBook
On this page
  • General
  • Import of members
  • Add members individually
  • Configuring the member list
  • Create import file and upload

Was this helpful?

  1. Attendees
  2. Manage people and participants
  3. Import people into Converia

Members

Configuration -> Basic Settings -> Member lists

PreviousReviewer ImportNextConfigure matching criteria for member lists

Last updated 1 month ago

Was this helpful?

General

With the help of the membership module, it is possible to make certain types of participation – and thus offers, prices, information, etc. – accessible to members only during the registration process.

To do this, a comparison is made with previously defined test criteria when selecting the type of participation, such as the query of:

  • Membership number,

  • e-mail address,

  • postal code,

  • ...

A combination of test criteria is also possible.

Import of members

In principle, the same guidelines apply to importing member data using CSV template files as to . Here, we provide additional information that specifically concerns member import.

Member import is list-based. This means that at least one member list must first be created using the Add list button (Fig. 1). If there are different types of members or verification criteria, multiple lists must be created.

Add members individually

A member can be added manually under Management -> Person Administration -> Members.

  • Fill in the mandatory information and save

  • In order to select a list in the member data, a list must first be created under Configuration -> Basic settings -> Member lists.

  • No selection is to be made in the linked person field. As soon as the member has successfully registered, a personal account is created and stored as a linked person.

Configuring the member list

The template file can only be downloaded by clicking on the “Download CSV import template” button once a list of members has been created and saved (Fig. 2).

The following configuration options are available:

  • List name for internal use

  • Define the price group to which the member barrier in the participant registration applies.

  • If required, a predefined shopping cart can be assigned to each member list. The member then has the corresponding booking option(s) already in the shopping cart during the registration process.

  • Define the XML matching criteria that a member must provide for verification. By default, the member number and the postal code (where only the first 3 digits are compared) are requested (Fig. 5). Without correct information in the registration process, it cannot be continued as a member.

  • Other possible criteria for verification include: email address, name, date of birth, company, street or city. The information to be verified must be stored in Converia in advance so that a comparison can be made.

Create import file and upload

Download the CSV import template, open it as a data import in Excel and fill it in.

  • Mandatory information includes:

    • Surname

    • E-mail address

    • Membership number

    • Country

    • Status (1 = active; 0 = inactive)

      • Since all members of an import list should generally be imported as active, a “1” must be entered in the IS_ACTIVE column for all personal data records.

  • It is not absolutely necessary to specify a OPENFEE. If the member still has an outstanding balance, this can be collected via the registration.

  • Store EXT_REFERENCE if a separate number is desired for the member account, e.g. for better data synchronization with your own database.

  • Importing the member list

    • To import the data into Converia, save the CSV file with UTF-8 encoding. To do this in Excel, please save the file as “CSV UTF-8 (separated by commas) (*.csv)”.

Each (new) data import will completely overwrite the existing records. Ideally, you would maintain your membership data exclusively in the membership database and keep the data in Converia up to date exclusively through regular imports.

If changes are made to the records in Converia, they will be lost with a new import if they have not also been made in parallel in the member database from which the import data is generated.

Members who already exist in Converia but are not included in the current import file are given the status “deleted” in Converia.

The configuration of the matching criteria XML (check criteria) is usually done by the Converia support at .

support@converia.de
person import
Fig. 1: Creating a new member list
Fig. 2: Add member
Fig. 3: Add list
Fig. 4: List / Linked Person
Fig. 5: Configure and import the member list
Fig. 6: Query of the test criteria for members in the registration process
Fig. 7: Importing the previously edited CSV import template