EventPro Planner Manual

Export Exhibitors

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Export Exhibitors

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Export Exhibitors

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Follow these steps to export exhibitors:

Click to expand/collapse textSelect Exhibitors and Begin Export
1.In the Event Maintenance screen, find the event containing the Exhibitors you want to export.
2.Click on the Exhibitors tab, the View Exhibitors tab and the Exhibitor List View sub-tab. You can export selected exhibitors or all (filtered) exhibitors.
a.Multi-select the exhibitors you want to export or set a filter to limit the number of exhibitors you see in the selection grid.
b.If you want to export all exhibitors, you do not have to select any or set a filter.
3.Click the Detail Options button to the right and select Export.

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4.The Exhibitor Export Wizard will open.

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5.In the next screen, choose whether you want to export just the Selected Records or All.  Note that “All” here refers to all of the exhibitors visible in the selection grid.
6.Click Next.
Click to expand/collapse textSelect the Data Fields to be Displayed

In this screen, you will choose which fields you want to export.

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1.If you have any previously saved templates, you can choose one from the Template drop-down list.
2.If you don’t use a previous template, select export fields under Fields to Export on the left side of the window and transfer them into the Export Column Names on the right side of the window.
a.To transfer the fields, click on a field and click the > arrow, or double-click on the field.
b.To remove a field from the Export Column Names section, select the field and click the < arrow, or double-click the field again.  
c.To change the names of the fields you are exporting, click on the field under Export Column Names and press Enter.  Type in a new name and press Enter again.
3.When you have selected and edited all of the fields you want to export, you can save the template if you wish.  Click the Save Template button.  Enter a name for the template and click OK.
4.After you have saved the template, or if you do not want to save the template, click Next.
Click to expand/collapse textSelect Format and Destination File
1.In the next screen, the CSV (Comma Separated Values) File option will be selected.

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2.Click the Open icon next to the Export File field.  Find the folder in which you want to save the data.  Type in a File Name and click Save.
3.Click Finish.
4.In the Confirm box, click Yes to complete the export.