Import Members

Importing members from a CSV file is one way to add members to a repeat visitor group. If you have Azure AD or Google integration, we recommend having a look at our guides on integration, if you don’t that’s ok too. You can easily import CSV files to populate the group with your members.

The CSV file must be formatted correctly or there might be an error importing the members. This is easy as we generate a template for you. Just go to Manage > Groups > Select group > Members and click Import. You should see a window like this.

Import members option

Tip

You can select a different language from the dropdown list, this will mean all emails to that visitor will be automatically translated into the language selected. The language will default to the language set for the portal user doing the import.

Step-by-step

Step 1. Download our template CSV.

  • Downloading this will give you a blank template, the headers will correspond to the personal fields you have for that group.
  • Full name, Role, Email, Phone number, and Start/End dates are expected as default, they’re all optional, apart from Full name.
  • Adding personal fields to a group will add that field to the template. If you want to include Car reg then add this as a personal field and then populate that column on the template.

Important

If you add Start and End dates to the repeat visitors import it's important to follow the date and time format in the column header. E.g. UK dd/mm/yyyy hh:mm or US mm/dd/yyyy hh:mm. The hours and minutes are required, leaving these out will cause an error. You can add 00:00 which will add a start or end date of midnight.

Step 2. Keeping the headers intact, row by row enter the staff member information and save.

  • Make sure each member has the correct details as these will be saved against them on the portal.
  • Enter accurate information in the correct column.

Tip

Additional column headers

• Adding a column called “Pin” to the end of your CSV document will let you add a 4-digit pin for each person.
• Adding a column called "QR Code" will let you add a QR code for each person.

Template of example csv file for importing members

Step 3. Upload your CSV by clicking “Select file” below and selecting your file.

  • Make sure this is the right file, easy mistake.

Important

Importing members doesn’t check against existing group members, so make sure you only import new people.

You should now have a group populated with all the members you need. If it failed to import, there may be a problem with the data on one or more lines. Check the red error message closely as it should direct you to the problem.

Importing pre-registrations

Importing pre-registrations is very similar to importing members into a repeat visitor group, make sure the information is accurate and in the correct column. To import pre-registrations you need to go to the Today page of the online portal and select your standard visitor group from the header of the page. You should then see a Pre-register button, click this and manually pre-register a visitor or import a CSV file. If you’re importing a CSV file you need to download the pre-registration template.

Screenshot of Today view

This is an example of a pre-registration import. Name and date are required, but the other fields you can leave blank. Any custom fields applied to this group will appear as column headers, these are optional fields.

Template of example csv file for importing pre-registrations

Troubleshooting

Error

  • “Full Name” is a required field so if any name fields are left blank will cause an error.
  • Spaces either side of an email address will cause an error.
  • Blank rows at the top or bottom of the CSV file will cause an error
  • Non-UK phone numbers need their international prefix e.g France +33
  • Check that the date matches the format displayed in the Date column title row
  • Start and end dates have been included, but are in the wrong format or for repeat visitors doesn't include hours and minutes

Inaccurate Data

  • Check that the data you’ve entered is in the correct column. For example, First name in the Full name field and Surname in the second column will cause Role to be listed as the surname.

European decimal separator

Some European countries use a comma as a decimal separator. In this case, the comma in Comma Separated Value files is sometimes replaced with a semi-colon. Please ensure that the document you import to Sign In App has values separated by commas and not semi-colons.

Microsoft excel help: How to change semicolon to comma when saving CSV file

Google sheets help: Change semicolon to commas in formulas - Docs Editors Help

We hope you've found this guide useful but if you have any questions around Mobile sign in or any Sign In App feature, please contact our support team at support@signinapp.com.

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