Importing Leads from a Badge Scanner
Most trade show organizers provide a CSV file of everyone who scanned your badge or visited your booth. You can import that file directly into BoothRev.When to import
Import the badge scanner file as soon as the organizer sends it — ideally on the day of the event or the morning after. The sooner the imported leads land in the inbox, the sooner your team can confirm emails and follow up.What the import does
When you import a CSV, BoothRev reads each row and adds it as a lead. Each imported lead starts in the Drafts queue with an unconfirmed status. An email address in the CSV does not count as a confirmation. A rep or event owner still needs to confirm it. This is intentional. Badge scanners collect a lot of data, and not every scanned badge represents a strong conversation. The confirmation step keeps the inbox clean.Auto-enrichment: when CSV data fills in existing leads
If a badge scanner lead matches someone a rep already captured manually, BoothRev does something smart: it doesn’t create a duplicate. Instead, it fills in any missing fields on the existing lead from the CSV data. For example: a rep captured a lead with a name and note but no email. The badge scanner file has their email. BoothRev adds the email to the existing lead and notes the enrichment in the activity timeline. The rep’s notes and context stay intact. This happens automatically. You don’t need to merge them manually.How to import
- Go to your event inbox.
- Click Import CSV (in the inbox header or the Drafts queue empty state).
- Upload the CSV file from the organizer.
- BoothRev processes the file and shows you a summary.
Reading the import results
After import, you’ll see a breakdown:| Result | What it means |
|---|---|
| Drafts | Leads added to the Drafts queue, waiting for email confirmation |
| Enriched | Existing leads that had missing fields filled in from the CSV |
| Duplicates | Leads flagged for your review — two CSV rows that may be the same person |
| Errors | Rows that couldn’t be processed (missing required fields, formatting issues) |