What Is The Best Way To Upload My Content? Can I Use Excel For That?

Table of Contents:

1. Adding Manually

2. Adding Through Excel

3. Connecting Things in Excel

Adding Manually

Go to the relevant section in Experience Manager, click the green Add button in the top-left, and fill out the form.

After completing the initial fields (for example: First Name, Last Name, Email Address, and Group for People Profiles), you'll be taken to the full profile where you can add additional information such as a photo, bio, or description.

Adding Through Excel

For data-heavy sections — Sessions, People, and the Companies library — bulk upload via Excel will save significant time. Look for the Import/Export button, click it, and select Import from the dropdown to download the template for that section.

On the Import page, you'll find an option to download the template as your starting point.

Fill out the spreadsheet following the column headers in the template. An asterisk (*) marks mandatory columns. For new records, leave the External ID column blank — the system will populate it. For updates to existing records, keep the External ID exactly as it appeared when you exported.

Connecting Things in Excel

Adding a Group or Track

Use the Groups column in your People or Companies Excel template to assign profiles to a group. If you enter a group name that doesn't already exist, it will be created on import. The same applies to the Tracks column in the Sessions template.



Linking speakers to sessions

To link a speaker to a session, enter the speaker's External ID (from the People export) into the Speaker (External IDs) column of the Sessions spreadsheet. To add multiple speakers to one session, separate their External IDs with commas.