To import visitors, groups, or hosts you need the same .csv file template, which consists of 6 columns [video]
To import visitors, groups, or hosts you need the same .csv file template, which consists of 6 columns:
- Name (required)
- Email (required for hosts)
- Mobile (Country code + mobile number e.g. +45 12345678)
Download the .csv file template here: CSV template.xlsx
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 to attach an email to the person, to avoid duplicates, and ensure that the person receives notifications from Welcome+.
Only the name column is required for visitors, whereas both the name and the email column are required for hosts. The other 4 columns are optional but strongly recommended. Any additional column will be ignored, as they would not correspond with our system.
The template contains all of the fields described above. If you are editing the template in Microsoft Excel it 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.