Inviting visitors using a CSV import in ClearID - ClearID

If you have more than five visitors to invite to your event, you can use a CSV file import to populate your visitor list.

1. Log on to the self-service portal.
2. Do one of the following:
   • Click Dashboard > My requests > New request > Invite visitors.
   • Click Dashboard > Visits > New visit event.
3. In the New visit event wizard, enter or select details about where the event will take place.
   
4. Enter or select details about when the event will take place and the purpose of the event.
   

   Tip: Remember to include time before and after the visitor event or meeting when the visitor might also require access.
5. Prepare to import who you want to invite to the event.
   
   1. In the Who will attend this event? section, click Import visitors and then choose one of the following:
   • Use an existing CSV file.
   • Download a sample CSV file.
6. If you chose to use an existing CSV file, do the following:
   1. Drag and drop an existing CSV file containing the customers you want to invite or click Browse to select the file you require.
      
   2. Click Import file to import the visitor list.
   3. Click Confirm to complete the import.
   4. (Optional) Click Edit () to modify any visitor details and click Save to confirm the update.
7. If you chose Download a sample CSV file, do the following:
   1. Click Download a sample CSV file.
      
   2. Select and open the downloaded CSV file.
   3. For each visitor, complete a row of visitor information in the CSV template file.
      

      NOTE: The columns in the CSV template can vary depending on the settings in your site configuration.
   4. Save the visitor list as a CSV file.
   5. Return to the Import visitors dialog, to drag and drop or click Browse to select the file you created.
   6. Click Import File to import the visitor list.
      
   7. Click Confirm to complete the import.
8. Complete details about the event.
   

   Name

   The name of the visitor event host.

   Email

   The email address for the visitor event host.

   SMS

   Enter a mobile phone number to send SMS alert notifications to visitor hosts when the visitor checks in.

   • NOTE: Use the search field to add more visitor hosts. You can add up to 10 visitor hosts.

   (Optional) Notes for security

   Add notes about the visitor, the visit invite, or the visit event.

9. Click Finish.