How to import Groups from previous events

How to import Groups from previous events

Import Groups from Previous Events

The Groups feature in Cadence allows you to reuse groups from your past events, saving time and ensuring consistency. From the Groups Menu › Settings section, you can import existing groups from previous events, including their names, descriptions, and configurations, while choosing whether to include members or just the group structures.

When to use

  • When creating a new event based on a previous event format
  • When maintaining consistent group structures across multiple events
  • When transferring attendee organization from one event to another
  • When standardizing access control across your event portfolio

Before you start

You must have System Administrator or Event Manager permissions to import groups from previous events.

How to do it

    Log in to your Cadence Admin account.
    Navigate to your event dashboard.
    Select "Groups" from the left sidebar menu.
    Click on the "Settings" tab at the top of the page.
    Locate the "Import" button in the upper right corner of the page.
If you don't see the Import button, verify you have the correct permissions for group management.
    Click the "Import" button to open the import dialog.
    Select "Import from Previous Event" from the dropdown options.
    Choose the source event from the list of your previous events.
Only events you have access to will appear in this list.
    Review the list of available groups from the selected event.
    Select the checkboxes next to the groups you want to import.
Use the "Select All" option if you want to import all groups from the previous event.
    Choose whether to include group members by toggling the "Include Members" option.
Including members will only work if those users are already registered for your current event.
    Click "Import" to begin the import process.
    Wait for the confirmation message indicating successful import.
    Verify that your imported groups appear in the main Groups list.
    Review each imported group to ensure settings and configurations are correct.
    Click "Save" to finalize any changes to the Groups settings.

Troubleshooting

If imported groups don't include members even with the "Include Members" option selected, verify that those users are already registered for your current event. Users must exist in the current event before they can be added to groups.