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Importing Guests from a CSV File

Import your guest list from a spreadsheet

Updated over 3 weeks ago

You can use a standard CSV file to import guests into a Diobox event. This process allows you to map CSV columns in your own file into new or existing fields in Diobox.

Using the Diobox Web App (https://app.d.io), open the destination event that you want to import into.

Step 1

Click the Guests dropdown and select Import Guests.

For best results, download our template and populate that file with your guest information.

Step 2

Select your template file

Click Select File and choose the file on your computer that you prepared. 

If you CSV file includes column names, select the checkbox First Row Contains Headers.

Step 3

Confirm the columns that you want to import

This page previews how the columns in your CSV file match the Diobox guest fields. Review each column to make sure its contents match the header.

  • A red column means that the column doesn't match with any Diobox field and it won't be imported.

  • A green column means that the column matches a Diobox field and will be imported.

  • To change how a column maps to a Diobox field, click the dropdown arrow and select a different field.

  • If you don't want to import a column, click the Skip button and the column will turn red.

Import Custom Fields

You can import your own custom guest fields to track additional guest information.

Any column in your CSV file (that is not matched with a Diobox field) can be imported as a custom field. By default, these fields will show as unmatched (red) columns.

To import them, click the dropdown for that column and select the field name below the header Custom Field. This will use the original header in your CSV file to add your custom field.

Then, select the type of the custom field you are importing:

  • Custom Text

  • Custom Email

  • Custom Phone Number

In the above example, we are importing an "Assistant Email" as a custom field with an Email type.

Step 4

Handle Duplicate Guests

Diobox offers two methods to prevent creating duplicate guest records during import.

Option 1: Update Existing Guests by Email Address

This method identifies guests based on their email addresses. If the email exists in your current event, Diobox updates that guest’s information.

  • This option only works if each guest has a unique email address.

  • Do NOT use this option if multiple guests might share the same email.

Option 2: Update Existing Guests by Guest ID

This method identifies guests using their unique Diobox Guest ID. This is the safer option, especially if guests don’t have email addresses or share the same email.

You can find the Guest IDs by exporting your guests.

In both methods:

  • If no matching guest is found, Diobox will create a new guest record.

  • If a matching guest exists in other events, Diobox updates the main profile fields across those events to ensure guest information remains consistent everywhere.

Start Import

Click Import to begin the importing process.

The time to process the import depends on the number of guests you are importing. When the import has completed, the new guests will automatically appear in your event.


Special Features

Tag Guest Lists

There are two ways to tag Guest Lists during the import process:

  • Include one or more Guest Lists in the “Guest List” column, separated by commas. During import, Diobox will create these Guest Lists (if they don’t already exist) and associate them with the corresponding guests.

  • You can also tag all imported guests with a single Guest List using the “Tag an additional Guest List” menu on Step 4. This is helpful for tracking imports, especially if you’re importing multiple CSV files.

Import Seats

Use the “Table Name” column to assign guests to tables or rows during the import.

  • Tables must be created before the import, and the names in your CSV must match the table names in Diobox exactly.

  • If there are more guests in your import file than available seats at a table, the extra guests will be marked as Waitlist for that table but will still be imported.

Add Plus-Ones

You can add plus-ones during the import process.

  • Include a number between 1 to 9 in the “Plus-Ones” column, and Diobox will create generic plus-one entries under that guest, which you can edit later.

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