This page describes how to use the Import visitors screen:
Download the template
To import visitors as a receptionist, location manager, location administrator, or administrator, you need to use our template and complete the following columns:
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First name and last name (mandatory).
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Host email (mandatory for external visitors, but optional for internal visitors).
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Email (mandatory for internal visitors, but optional for external visitors).
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Company (optional).
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Phone number (optional).
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Car registration (optional).
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Expected arrival time (optional, 24-hour format).
Download the import visitors template
Note: importing visitors supports reception sharing.
Access the Import visitors screen
To access the Import visitors screen:
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Select Admin in the navigation bar.
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Select Import visitors under the Tools section in the side menu.
Note: the Import visitors screen can also be accessed from Visitors list tab in the Visitors screen.
Import visitors
To import visitors in the Import visitors screen as an administrator:
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Contact your customer success manager to ask about adding the enhanced visitor module to your subscription.
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Select Upload a file. The Upload a file dialog will appear.
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Select Import from CSV. Your file explorer will open.
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Locate the completed template.
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Select Open (or equivalent). This will close the file explorer and you’ll return to the Upload a file dialog.
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Optional: select the Visit date from the Visit date dropdown.
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Select the Reception from the Location dropdown.
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Optional: enter a reason in the Visit reason text box.
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Select either of the following and the dialog will close to return you to the Import visitors screen:
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Upload to upload your completed template with the additional information entered.
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Cancel to discard your upload.
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Troubleshooting
If any errors occur, the error message should display the reason and solution to fix the error. If the error occurs again after fixing and retrying, raise a support ticket.