How to Import Guest Information
Guests > Import
This feature allows you to import guest information from a .csv or Excel file. This will create a new guest file for every guest imported.
To download a template to fill in guest information
Click Guest Data. This will download a .csv file with fields that can be imported.
Fill in the file with guest information in the appropriate columns. First and Last Name are required.
Save the file.
To upload the template or file with guest information
Select the bubble for Guest Data.
Click Choose File or Browse.
Select the file from your device.
Indicate if the first row of the file is a header row.
Verify the column titles. Use the drop-down options to select the column headers. The drop-down options will determine where the imported information will display in the master guest information. Select “Skip” for any columns that do not need to be imported.