Upload Guests from Resources

The Upload Guests tool allows you to quickly add multiple guest records to your event using an Excel spreadsheet. You can either download the template to create your guest list or upload a completed guest file.

💡 Good to Know: This report can be found under Resources → Guest Resources → Upload Guests.

In the Upload Guests Popup

The Upload Guests popup includes two options:

• Download Guest Template
• Upload Guest File

Download Guest Template

Download the Excel template if you need to create or organize your guest list before importing it into MaxGiving.

1. Select Download Guest Template.
2. Save the Excel template to your computer.

3. Enter your guest information into the template.
4. Save the completed file.

💡 Good to Know: Using the provided template helps ensure your guest information is formatted correctly before uploading.

Upload Guest File

Once your Excel template has been completed, upload it to import your guest records into the event.

1. Select Upload Guest File.
2. Browse to the completed Excel file on your computer.

3. Select the file.
4. Click Open.
5. Wait while the system uploads and processes the file.

💡 Good to Know: Once the upload is complete, your guest records will be added to the event automatically.

⚠️ Important: Always use the MaxGiving Guest Template when importing guests to help prevent formatting or upload errors.

Printable Quick Help Guide:

(see  below for printing instructions)

How to Print This Guide

1. Right-click on the image of the guide
2. Select Save Image As…
3. Save the file to your computer
4. Open the saved image
5. Click Print (or use Ctrl + P / Command + P)

💡 Good to Know

For best results, print using Full Page or Fit to Page settings to ensure proper sizing and clarity.