Visitor Import from Excel

Please follow the steps below to Import Visitors from Excel:

Step 1 - Click on Visitor Icon

Step 2 - Download Spreadsheet

Step 3 - Complete required fields

• Locate spreadsheet on your desktop 
• Complete required fields as shown below
• Do not change column formatting or names                                                                 Please note you can only add 50 visitors per sheet.
• You can enter as much information as you would like 
• What is shown on the example is a minimum require information

 

• If you want to send an invitation to a visitor please enter an email address 
• If you prefer to indicate which company visitor is coming from use Affiliation filed. 
• If you prefer to identify or group visitors use the Group name, for example, “annual budget” for all visitor coming to this meeting. 
• Please note all visitor invitation times will be active starting midnight on the date of the invitation.

Step 4 - Save 

• Save Created File
• Proceed back to Visitor Invitation Screen

Step 5 - Validate and Import

• The following message will be displayed
• Click on Validate and Import

• If validation is successful you will see a green box with Validation Successful massage 
• You should also see a spinning wheel at the bottom of the screen with the Standby message.
• Please be patient, when the import is complete you will see all of your visitors on Visitor Invitation screen (see next page)

Step 6 - Validation

Step 7 - Save

• Scroll and verify all of your information
• Click Save
• Import is complete