This page explains how to register guests in a batch by importing a CSV file and export the registered guests' information with a CSV file.
Import guest information
You can register guests in a batch by importing a CSV file.
- Can register new guests and update registered guests in the Guest book.
- Can register new company information, but company information registered in the Guest book cannot be updated.
- Can update the difference only, not the entire Guest book. Guests who are registered in the Guest book will not be updated or deleted until you write about them in the CSV file.
Export guest information
Download CSV template
・You can also edit the exported CSV file and import it.
Please refer to 「Exporting guest information」.
Click [Import & Export] on the side menu of Acall Portal.
Select [guests] and click [DOWNLOAD] on the [CSV Template] section.
Add and Edit Guests in the CSV File for Importing
In the downloaded CSV file, add or edit about the guest information that you want to import and save it.
・Fields marked with an (*) are required.
・Update of registered company and guest information is available by filling in the Guest Company ID and Guest ID.
・If the Guest Company ID and Guest ID are empty, will process as new registration.
|Guest Company ID
Identification ID of the company to which the guest belongs
|Guest company name
|Company name to which the guest belongs
※ Leave blank if the guest's company name is the same as the one on the line right above.
Guest company phone number
|Telephone number of the company to which the guest belongs
Guest company address
|Address of the company to which the guest belongs.
|Guest company note
|Notes about the company to which the guest belongs
|Guest identification ID
※ This field must be filled in when updating a guest information.
※ Leave blank when registering as a new guest information.
|Family name (*)
|Guest’s last name
|Guest’s first name
Phonetic family/given name
|How to pronounce a guest’s name
|Guest's email address
Guest's phone number
Guest's public settings
Worker email address
|Worker's email address
|Enter "0" for active and "1" for deleted.
If custom fields are set such as favorite-drink, point of interest and Birthplace, the items will be displayed.
Import a CSV file
Select [guests], upload the CSV file that you want to import , and click [IMPORT].
Confirm the pop-up display about updating information and click [IMPORT].
If there is even one error, please modify the CSV file and import with the file again.
When the message "Success, Imported guest..." is displayed, the import has been completed successfully.
Export guest information
Company Information and guests information registered in the Guest book can be exported as a CSV file.
- The items in the exported CSV file are the same as those in the CSV file using for importing.
- The character encoding of the exported CSV file is UTF-8.
- The exported CSV file can be edited and used for import.
Click [Import & Export] on the side menu of Acall Portal and click [EXPORT] tab.
Click [guests] and [EXPORT].
When the message "Success, Exported" is displayed, the export has been completed successfully.