Schedule a Group Visit by importing a CSV file

Subtitle: Add more than ten visitors to a Group Visit in SV3 Enterprise by uploading a comma-separated values (CSV) file.

Before you start

• Any role at the Location can schedule a Group Visit.
• Each host email in the file must belong to an existing user at that Location.
• Have a spreadsheet application or text editor available.
• For the CSV File - Keep the required columns: First Name, Last Name, Start Date, Start Time, End Date, End Time, and Host Email.

Note: Citizenship is a field on the Visit Type, not a Location setting. If the Visit Type you choose collects it, each visitor selects their own citizenship at check-in. You can't set it while scheduling, and the field stays empty on the visit until the visitor arrives.

Steps

1. On the Dashboard, click New Visit.
2. Select Schedule New Visit. The Schedule a Visitor window opens.
   
3. Click the Import Visitors tab.
   
4. Select a Location.
5. Select a Visit Type.
6. Select a CSV date format - This should match your local regional date/time format.
   
7. Click Download example CSV file to download the sample file.
8. Open the file in a spreadsheet application or text editor and add your visitor details. 
9. Save the file in CSV format.
10. Click Upload & Process.
    
11. Select your edited file from the screen that appears.

Note: If you edit the file in Microsoft Excel, format the start and end dates with hyphens rather than slashes, for example 2026-09-14.

Result

SV3 Enterprise returns you to the Dashboard and processes the file in the background. Your visitors appear on the Dashboard when processing finishes. A large list can take several minutes.

Related

• Schedule a Group Visit for ten or fewer visitors
• Set up Visit Types for a Location
• Schedule a Recurring Visit