Inviting visitors using a CSV import

2026-02-12Last updated

If you have more than five visitors to invite to your event, you can import a CSV to populate your visitor list.

Before you begin

  1. Familiarize yourself with workflows.
  2. Enable visitor management for your site.
  3. Ensure that you have the required permissions to invite visitors to the site.

What you should know

  • If your identity home site is configured, you can invite visitors to that site if visitor management settings allow it.
  • The options displayed when inviting visitors can vary depending on the site and visitor management settings.

Procedure

  1. Log on to the self-service portal.
  2. Select a method to invite visitors:
    • Click Dashboard > My requests > New request > Invite visitors .
    • Click Dashboard > Visits > New visit event .
  3. In the New visit event wizard, specify where the event will take place.
    Visit event wizard in Genetec ClearID™ showing the name of the visit event, where it will take place and any default access.
  4. Specify when the event will take place and the purpose of the event.
    Visit event wizard in ClearID showing when the visitor requires access and the purpose of the visit.
    Tip:
    Include extra time before and after the meeting if visitors need extended access.
  5. Prepare to import who you want to invite to the event.
    Visit event wizard in ClearID showing the import visitors and add visitors buttons.
    1. Click Import visitors.
    2. Choose one of the following:
      • Use an existing CSV file.
      • Download a sample CSV file.
      Tip:
      When you import visitors, you can start with a sample CSV file provided by the system. The columns in the sample CSV file match the settings in the site configuration. You can then complete the visitor details values in the CSV file and import all visitors in one click. For example, importing 500 people to a site visit or customer event.
  6. If you use an existing CSV file:
    1. Drag and drop the file, or click Browse to select it.
    2. Click Import file.
    3. Click Confirm to complete the import.
    4. (Optional) Click Edit () to modify any visitor details and click Save.
  7. If you download a sample CSV file:
    1. Click Download a sample CSV file.
      Import visitors dialog in ClearID with the download a CSV file highlighted.
    2. Open the downloaded CSV file.
    3. For each visitor, complete a row of visitor information.
      ClearID Visitor information CSV template file example showing some sample visitor information.

      The columns in the CSV template can vary depending on the settings in your site configuration.

    4. Save the file as CSV.
    5. Return to the Import visitors dialog, and drag and drop the file or click Browse to select it.
    6. Click Import File and click Confirm.
      Import visitors dialog in ClearID.
  8. Complete the event details.
    Visit event wizard in ClearID showing the details section including visitor hosts and notes for security.
    1. Enter the name and email of the visitor event host.
      You can search to add up to 10 visitor hosts.
    2. (Optional) Enter a mobile phone number to send SMS alert notifications to visitor hosts when the visitor checks in.
    3. (Optional) Add notes about the visitor, the visit invite, or the visit event.
  9. Click Finish.
Your visit request is submitted and awaits approval.

Example

After you finish

Confirm whether the request was approved or rejected:
  • Check your email for a Visit approved email.
  • Check My requests in ClearID.