How to import visitors and expected groups

This article explains how to manually import visitors or expected groups into the AskCody Visitor Management Portal.

With AskCody, you have the ability to not only pre-register visitors at the reception via the Visitors add-in for Outlook, but also import a list of visitors and their details for manual registration. Additionally, you have the flexibility to group these imported visitors according to your desired preferences.

Follow these steps to import visitors

Open Microsoft Excel
Enter the information of your visitors:

(Name is required, the rest is optional.)
- Name (required)
- Email
- Company
- Mobile (Country code + mobile number e.g., +45 12345678)
- Custom
- Language
- Differentiator
  If you have any visitors with the same First and Last name (name duplicates) we recommend you add a differentiator in the file as well. Thereby the receptionists and expected visitors can see the difference between e.g., the two John Smiths. Read more here.
Overall, we recommend adding as much information about the visitors as possible. We recommend inserting both first and last name in the name column, though, either one alone will suffice. We also recommend always attaching email to the person, to avoid duplicates, and ensure that the person receives notifications from Visitors.

Only the name column is required for visitors. The other 6 columns are optional but recommended. Be aware that any additional columns, will be ignored, as they would not correspond with our system.

Note:

Microsoft Excel might not allow you to add the "+" symbol to the mobile column unless you change it to text fields. To do this select all of the fields with mobile numbers and select Text in the Number format option.

3. When finished, save the document as a CSV (Comma delimited) (*.csv) option.

4. Navigate to the AskCody Portal, and open the Visitors from the left panel.

5. Click on Visitors.

6. Click on Import Expected Group or Import Visitors and choose your file.