Who is this article for?

Front desk staff and hosts who need to register multiple visitors at once.

THIS access to the visitor management dashboard and THESE permissions to import visitor data are required.

This article explains how to use the bulk register function to pre-register a group of visitors using a CSV or Excel template.

Steps

Step 1: Open the bulk import tool

Click Bulk Import from the dashboard to begin the process.

Step 2: Download a template

Select one of the following options:

• CSV Template – Download and fill out the CSV file with visitor details.
• Excel Template – Download and fill out the Excel file with visitor details.

Step 3: Fill out the template

Enter the required visitor information in the downloaded file. Ensure all fields are accurate to avoid import errors.

Step 4: Upload the completed file

Click Choose File and select the filled-out CSV or Excel file from your device.

Step 5: Import the data

Click Import to upload the visitor information to the platform. The system will process the entries and pre-register the group.

Tips

• Use Excel if you prefer working with formatted spreadsheets.
• Double-check email addresses and phone numbers before importing.
• Save a copy of your completed template for future reference or edits.

Related articles

• How to pre-register a visitor
• Troubleshooting bulk import errors
• Understanding visitor types and permissions