Import visitor data from another system
REQUIRED ACCESS
Admin
DIFFICULTY
Intermediate
ESTIMATED TIME
5-10 minutes
APPLIES TO MODULES
Dashboard
PREREQUISITES
• You are logged in to the VisitUs dashboard.
• You have a CSV export of your data from the previous system.
STEPS HEADING
Download Template and Import
SUMMARY
Import historical visitor sign-in data from a previous system into VisitUs via CSV.
STEPS
1. Go to Reporting in the sidebar.
2. Click on Import Visitor Data (or similar import option).
3. Click on Download Template (usually a link).
4. Open the template CSV file.
5. Copy your data from your old system's export and paste it into the corresponding columns of the VisitUs template.
* Ensure columns like "First Name", "Last Name", "Sign In Time", etc., match exactly.
* Do not change the header row of the template.
6. Save the template file.
7. Return to the dashboard and upload the saved file (drag and drop or Choose File).
8. Click Upload or Import.
9. Wait for the confirmation message.
TROUBLESHOOTING
– Problem: Upload fails.
– Fix: Check date formats. VisitUs may require a specific date/time format (e.g., DD/MM/YYYY HH:mm). Ensure no mandatory fields are empty.