Step 1 - Determine Who Has Access



  1. Create a CSV file with 3 columns
    1. Column 1: Poster Number (matching the session number in the EventPilot CMS if you use the EventPilot conference app)
    2. Column 2: Session ID (matching the sub-session ID in the EventPilot CMS if you use the EventPilot conference app)
      Important: the session IDs listed in this column must be unique!
    3. Usernames: comma separated list of usernames based on your login method. Your login could be set up to use emails or badge numbers or membership usernames as the username field in the login. 


CSV displayed in table format (e.g. Google Sheet):


Poster Number
Session ID
Usernames
TP738
1234
john@abc.edu,a.ken@def.com
WP361
abc1234
max@ghj.org


The same example in CSV format:


Poster Number,Session ID,Usernames

TP738,1234,"john@abc.edu,a.ken@def.com"

WP361,abc1234,max@ghj.org


If you are using the EventPilot conference app, the session ID is used to look up the sub-session presentation title and displays it for the user's scan record.


Additional Examples

If your attendees log in using a badge ID as the username


Session ID,Poster Number,Username

123456,THU-123,00998790

123457,WED-222,93845758

...


To add two presenters to a poster so they both can see the list, use double quotes around a comma separated list of usernames: 

Session ID,Poster Number,Username

123456,THU-123,"00998790,92847592,83756294"

...



If your attendees log in using your membership system login

Imagine your membership system is setup so that usernames are email addresses. Your CSV could look like this:


Session ID,Poster Number,Username

123456,THU-123,joe@company.com

123457,WED-222,abc@abc.org

123458,THU-010,"joe@company.com,abc@abc.org,presenter@event.com"


If SSO was implemented, the usernames in the EventPilot system may have a prefix. The usernames you list in your CSV file must have that same prefix consisting of your organization abbreviation followed by ://. 

For example, ASMS has SSO implemented and all usernames have the prefix asms:// 

You can check if usernames have a prefix 

  1. Go the Planner (CMS > Home > Planner > Proof) and login as if you were an attendee
  2. Then go to the CMS > Home > scroll down > click on EPConnect Admin > User Management search for your name. Check how the username is displayed. If it has a prefix, you must add the prefix in your CSV file before uploading to the CMS.


Step 2 - Add the CSV file to the CMS

  1. Log in to the EventPilot CMS 
  2. Go to Add-Ons > PosterBridge to see the Import option
  3. On the Import sub-page: 
    1. Setup: Source URL field, paste the URL to your CSV file. Then click "Next"...
      (If you using a Google Sheet, you can find instructions on how to get your CSV URL here)

    2. Mapping: Make sure the fields are mapped appropriately
    3. Results: You will see a confirmation of how many rows were imported (written) successfully 
      Please note: row count includes header rows from your data