Bulk invite import creates many visitor invitations from one CSV file, instead of entering each invite by hand. It is optional: you can always send invites one at a time with Send Invite.

Before you start

• Select your location in the Vizmo portal. The import is not available in Company View.
• You need permission to create invites. Import Invite is greyed out when invites are turned off in the invite settings.
• Availability: if this option is greyed out or missing, contact your Vizmo account manager.
• Prepare your CSV file (see step 1 below).

Import the invites

1. Prepare a CSV file with one invite per line and no header row. Each line has these columns, in this order: First Name, Last Name, Mobile, Email, Company.
   • First Name and Last Name are required on every line.
   • Mobile or Email is required on every line. Company is optional.
   • Write mobile numbers with the country code, for example +919012345678. Numbers without a country code are rejected.
   • Use a unique email address for each invite. Email can be empty when a valid Mobile is given.
   • Do not include employees. They cannot be added as visitors through the import. To invite employees, add them to a normal invite with Add Employee. See Add attendees to an invite.
2. Open Visitors > Invites and select Import Invite. The Bulk Invites drawer opens. It lists these rules and offers a sample file, Bulk-Invites-Sample.csv.

3. Under Upload a CSV file to import invites, choose your file. The drawer shows a Guest List for you to review.
4. If the file has problems, a banner reads "There were errors while importing the CSV file". Select Show Errors (or Details in the warning message). The Invites CSV File Error(s) window lists the Line No. and the Error for each problem. Correct the file and upload it again. You must fix every error before you can continue.
5. Enter the details shared by every invite in the file: Title, Purpose, Select Host (when the chosen purpose asks for a host), Expected Date, Expected Time and Recurrence. If your company uses tenants, you can also choose a Tenant. You can add a description too. You cannot choose a time in the past, and the time moves in 15-minute steps. If your admin limits how far ahead invites can be sent (Maximum Invitable Days in Visitors > Settings > Invites), non-admin users can choose dates only within that limit.

6. Select Send Invites. A message reads "The import job has been successfully created. You can monitor its status in the Import/Export section."

Repeat visits

Every visitor in the file gets the same date, time and repeat pattern. For different schedules, import separate files.

• Does Not Repeat creates a single visit.
• Daily repeats the visit every day until the end date you set.
• Custom lets you repeat weekly, on Every Weekday (Monday to Friday), or at your own interval with Repeats Every (days, weeks or months).

What to expect

• Each line of the CSV becomes a separate invite for one visitor.
• Selecting Send Invites creates an import job. The invites are created by that job, so they may not appear in your Invites list straight away. Follow the job under Import/Export.
• A line that cannot be imported fails on its own, for example when a host is required but missing, or when the email belongs to an existing employee. The other lines are not affected. To see which lines failed and why, open the Imports tab under Import/Export and select View Errors in the Errors column.

Troubleshooting

• Invalid phone number: add the country code to the Mobile column, for example +91.
• Mobile or email is required: fill in at least one of the two columns on that line.
• Invalid email: check the address on that line for typos.
• All errors in the CSV file must be corrected to move forward: select Show Errors, fix the rows listed and upload the file again.
• Send Invites is greyed out. Upload a CSV file first. The button stays greyed out until the file has been read and its Guest List is shown.
• Some lines were not imported. A line is skipped if its email belongs to an existing employee, the first or last name is missing, a host is required but not chosen, or the same email address and mobile number appear on more than one line. Open View Errors in Import/Export > Imports to see which lines.

How many attendees can one invite have?

When you add attendees by hand inside one invite, the editor allows up to 100 attendees. Bulk import is an alternative for sending many separate invitations, not a requirement.

To send a single invite, see Send an invite. To repeat a visit on a schedule, see Recurring Invite.