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.
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.
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.
• 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.
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 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.
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.
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
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