Convio List Loading

Advancement Training & Support provides the service of loading email lists for Convio Center administrators.

  1. Fill out the form below.
  2. After submitting the form, you will receive an email confirmation with a link to securely upload your list or lists associated with this request.
  3. Please use that link to upload your list in the form of a spreadsheet (acceptable formates are .xls. .xlsx or .csv).  Please do no send your list as an email attachment.
  4. ATS staff will create a HelpDesk work order according to the details of your request.
  5. Upon completion of your list load, ATS staff will send a confirmation that the list has been loaded.

Please submit your request with at least three work days’ notice.  We will attempt to process emergency requests but cannot guarantee loading in faster than three days.

If you want to send your message on: Request your load on or before the preceding:
Monday Wednesday
Tuesday Thursday
Wednesday Friday
Thursday Monday
Friday Tuesday

Your list needs to be an Excel or comma separated values (csv) file and contain the following information in separate columns:

  • First name (one name only per cell – e.g., not “John and Mary”)
  • Last name
  • Email address (one address only per cell)
  • Advance IDs, if available

Using clean data techniques will allow us to load your lists faster and with fewer errors.  Please consult this Load Spreadsheet Best Practices Excel file for providing spreadsheets that Convio will accept in a load.

If you have questions regarding your data, please contact us.  If you would like to learn some Excel skills that will help you transform your spreadsheet into a loadable format, we would like to show you how!  Contact us at 1-3947 or to find out how to work with your spreadsheet.

To find your Interest ID and Group ID, please see Interest & Group ID’s.  This page contains instructions for creating your own new Interest Categories and Group Names.

Interest ID (required, 4-5 digit number):

Interest Name (required):

Group ID (4-6 digit number; not the opt-in group of your Interest above):

Group Name (not the opt-in group of your Interest above):

Loading Options (required)

Date Email to be Sent (required):

Additional Comments:

Submitted by (required):

Email (required):

Phone (required):

CONVIO CENTER - Not necessarily your unit/dept. (required):

Complete file name(s) of spreadsheet(s) to be loaded for this request (required):