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Import / Export Guests

Contents

 

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

NOTE
・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.

ATTENTION
・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.

 

Items

 Contents
Guest Company ID

Identification ID of the company to which the guest belongs
※ Leave blank when registering a new company information.
※ When registering guest without a company to which the guest belongs, enter [-] (half-width hyphen).
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 ID 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
Given name Guest’s first name

Phonetic family/given name

 How to pronounce a guest’s name

Email address

 Guest's email address

Phone number

Guest's phone number
※ Type with ['] at the first three digits
  (e.g.) To enter [080], enter ['080].

Privacy

Guest's public settings
※ Fill in [public] for [all public] settings or fill in [private] for [private] settings

Worker email address

 Worker's email address

Delete

 Enter "0" for active and "1" for deleted.

(Custom field)

If custom fields are set such as favorite-drink, point of interest and Birthplace, the items will be displayed.
※ The method of filling in differs depending on the type of the field.
　Text-field: Fill in the text.
　Yes/No-field: Enter [1] for yes or [0] for no.
　Selection-field: select all that apply. Please separate with [|] for multiple items.

 

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.

 

Export guests

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.

 

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