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Managing visitor watchlists
Learn how to manage visitor access using watchlists.
Adding watchlists
To screen visitors at the person or company level, you can add individual or company watchlists. Based on the configuration, watchlists can automatically block or notify at the site or global level.
Importing watchlist entries from a file
To speed up your watchlist configuration and setup, you can import your watchlist entries from a CSV file. You can also download a sample CSV file to prepare your watchlist entries file in the correct format.

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Managing visitor watchlists
Learn how to manage visitor access using watchlists.
- About watchlists
  In Genetec ClearID™, watchlists screen visitors by name or company details. They can block or notify at site or global level, and are managed by watchlist managers.
- Adding watchlist managers
  In Genetec ClearID™, a watchlist manager is responsible for creating and maintaining watchlists. They can add individuals or companies, configure site-level or global watchlists, and update existing settings. Before you can add or modify watchlists, you must first assign watchlist managers.
- Adding watchlists
  To screen visitors at the person or company level, you can add individual or company watchlists. Based on the configuration, watchlists can automatically block or notify at the site or global level.
  - Adding individuals to a watchlist
    You can add people to an individuals watchlist so Genetec ClearID™ can screen them when they visit. Depending on how the watchlist is set up, ClearID will then automatically block them or notify managers, either for a specific site or across all sites.
  - Adding companies to a watchlist
    You can add companies to a watchlist so ClearID can screen visitors at a company level when they visit. Depending on how the watchlist is set up, ClearID will then automatically block them or notify managers, either for a specific site or across all sites.
  - Importing watchlist entries from a file
    To speed up your watchlist configuration and setup, you can import your watchlist entries from a CSV file. You can also download a sample CSV file to prepare your watchlist entries file in the correct format.
  - Exporting watchlist entries to a file
    You can export watchlist entries to a CSV file for bulk editing or backup. For example, edit them in Excel to remove duplicates, merge entries, or consolidate into a new watchlist.
  - Testing watchlist entries
    To test new watchlist entries, you can enter the details of a person of interest or a company of interest to verify if there is a screening match.
  - Deleting watchlist entries
    A watchlist manager can delete individuals or companies watchlist entries that are obsolete or no longer needed.
- Modifying watchlists
  After you add your watchlists, you can modify some of the watchlist settings. A watchlist manager can disable a watchlist, change its name or description, and adjust its behavior.
- Deleting watchlists
  Watchlist managers can delete watchlists that are no longer needed. You may also need to delete a watchlist if switching between a site watchlist to a global watchlist.
- Screening visitors manually
  To manually screen a visitor, you can enter the visitor details to check if there is a screening match. For example, you might test a new watchlist, validate a new hire, or look up a company of interest.
- Unblocking visitors blocked by a watchlist
  To unblock visitors incorrectly blocked by a watchlist, you can add the visitors' email to an always allow list.
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Glossary

Importing watchlist entries from a file

2026-02-03

To speed up your watchlist configuration and setup, you can import your watchlist entries from a CSV file. You can also download a sample CSV file to prepare your watchlist entries file in the correct format.

Before you begin

Prepare your watchlist entries in a .CSV file, ready for import.

What you should know

Only a watchlist manager can import watchlist entries.

You can import pre-existing watchlist entry data using a CSV file from sources such as:

SharePoint
Excel
Be on the lookout (BOLO) list
No entry list
Deny entry list (DEL)

Procedure

Click Organization > Watchlists .
Select a watchlist.
Click and click Import from file.
(Optional) To help prepare a watchlist entries file, click Download a sample CSV file.

Note:
The columns and entries in the sample CSV file (watchlist-sample.csv) can vary depending on the watchlist type (individuals or companies) you have selected when you download the sample.
In the Import watchlist entries dialog, drag and drop a file or click Browse to select it.
Click Import file.

The Processed rows field indicates how many watchlist entries have been processed.