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Adding Team Members with CSV Import

Table of Contents

This guide will help you with options around importing your Team members using a CSV file format

Overview #

The Visitor Manager Central import users option has several key functions that will assist you with managing multiple users and their information much easier.

  • Download a CSV template
  • Export CSV user list
  • Import CSV user list

If you already have users in Visitor Manager Central, it can be easier to use the Export function and modify that CSV then import again.

If you want to start with a new template, we provide you one to download and use. Follow the format of the CSV then you can import this again.

Once you have completed the required fields and added all your users to the CSV you can then import it again to Visitor Manager Central. A very useful tool for managing many users at once.

Note: all functions will require you to have the correct user permissions to access import functions.

Download CSV Template #

  1. Login to your Visitor Manager Central web dashboard
  2. Click on Users
  3. Click on Teams
  4. Click on Import
  5. At the top of the page click on “Download CSV Template”

The Template will be a CSV file you can open in software like Microsoft Excel. The first line in the file is a sample line. The Import page will also show you fields you can use/add to import more useful data like images and assign users to Kiosks etc.

import users

Export Team Member USER CSV #

  1. Login to your Visitor Manager Central web dashboard
  2. Click on Users
  3. Click on Teams
  4. Click on Export

A CSV file will then be downloaded to your computer. You can open this in software like Microsoft Excel and modify it etc. Ensure you save this as a CSV format before importing the changes.

Import Team Member USER CSV #

  1. Login to your Visitor Manager Central web dashboard
  2. Click on Users
  3. Click on Teams
  4. Click on Import
  5. Select the CSV from your computer and upload.

The CSV will then be uploaded to Visitor Manager Central and either create new user data or update existing user data depending on the details you add/change. If the CSV has a lot of users to manage it may take some time for the file to finish importing.

If you need further assistance with importing new users and modifying existing users, please get in contact with the Visitor Manager Central support team.

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