Importing fan data into Openstage allows you to consolidate all your contacts in one place, whether they're from mailing lists, ticket sales, or pre-save campaigns. Just follow these steps:
(For importing Sales Data, go here.)
Before You Start
A couple things you should know..
All fan records must have either an email or phone number attached.
Include marketing permissions for GDPR compliance. If you are unsure of marketing permissions, we recommend the first campaign with Openstage is an "Opt-in/Data clean" campaign.
Step 1: Prepare Your Data
Use a blank sheet in a spreadsheet program like Excel or Sheets, exported as a comma separated value (CSV) file.
Be sure each fan record includes either an email address or phone number.
For phone numbers, format them in one of these ways:
E.164 (e.g., +12345678910)
RFC966 (e.g., +12-34-567-8910)
E.123 national (e.g., 12345678910)
It's important to clean your list. Only upload opted-in contacts, or include marketing permissions as a field for GDPR compliance.
For dates, ensure they are formatted for the UK, or select US dates within the import window.
Step 2: Upload
Go to the Fans section and click "Import Fans." Choose either "Upload multiple fans" or "Create a single fan" based on your data.
Adding a single fan doesn't require a .CSV file.
When uploading multiple fans, the 'import tag' field is applied to all fan records present in the upload.
Step 3: Map Fields
Match each data field in your .csv to the correct Openstage field (e.g., email, name, city). You can also create any custom tags to help organize your fanbase. Once mapped, click "Import."
Step 4: Validate
The system validates your data in three stages: "Validating," "Ready to Upload," and "Errors." Review and fix any errors, such as misspelled email addresses or wrong country codes.
Common errors include:
Misspelled email addresses (e.g., @gamil.com, icolud.com)
Wrong country codes
Fields not mapped to the correct tag
Step 5: Finished
Once validated, click "Upload Fan Records." Your data will process, and your fan records will be added to Openstage!
PRO TIP: If numbers don’t add up, check for duplicates, invalid records, or compounded transactions. For help, contact us at hello@openstage.live.
Video Walkthrough
Fan Import Key
