importing a list into the ppg client ... - visitor...

1 | P a g e ©2016 STOPware, inc. All Rights Reserved. CONFIDENTIAL

Importing a list of Visitors into the PassagePoint Client Pre-Registration Customers who host groups of people wish to pre-register their groups without having to manually

enter each person one at a time into the program. The answer is to create a list in Microsoft Excel. Save

the list as either a Comma Separated Value (CSV) or a Text Delimited (txt) file. Here are the steps to this

process.

Create an Import Template inside of PassagePoint The information you want to put into PassagePoint must be structured. The best way to structure data is

to start in a Spreadsheet program such as Microsoft Excel. Before you can start in MS Excel, you will

need to create a template inside of PassagePoint. Start by logging into PassagePoint as the Super User

Admin account. Go to the Home Tab then click on the Configure System ribbon

Scroll down to the Import Mappings section.


Click on the Add Button


Define your Import Template

Give the template a name and define the column separator

Name the Template

Define the Column Separator

For our Example we will be

using a Comma Separated Value

Pick the data fields to map from

the modified Excel file. Use the

Add Column button


This template is

called the Visitor

Import List

We shall define our

column Separator as

a Comma Separated

Value (CSV)


Click the Save Button

Now create your list in Microsoft Excel. Start at Row #1

In our Example, we added five (5) fields

Person Name First, Person Name Last, Person Company, Person Phone, Person E-mail


Go to Microsoft Excel

Create your spreadsheet. The data must be highly organized.


Click on the File Tab then scroll down to the Save As Command


Pick a location where you can find the file. In our example, we will save the file to the desktop.

The next step. Change the file format from xls to csv. Use the drop list to locate the format

Then click the Save button

You will get an alert message. Do not worry about this message. A CSV file is a one-page document

versus an Excel spreadsheet, which is a multiple tabbed document. Click the OK button

Another pop-up message will appear. Click the Yes button


Once the file is saved as a CSV file you can close the Excel program. When you do, you will get another

pop-up message. In this case, click the Don’t Save button

.

Now log into PassagePoint. Click on the Pre-Registration ribbon. Then click on the Import File Button

10 | P a g e ©2016 STOPware, inc. All Rights Reserved.

CONFIDENTIAL

A pop-up box will appear with our Visit Import List Import List. Now click the Browse button to locate

our import file.

Our file is on the Desktop. Highlight the file and then click the Open Button


CONFIDENTIAL

Click the Import Button

The system will test the file and report how many records will be imported. If everything looks OK, click

the OK button

The records will show up in the Visitor Info box. Make sure you give the group a name. Make sure you

assign a host to the meeting, date and time of the meeting. Click the Save Pre-Reg button at the bottom

of the screen.


CONFIDENTIAL

The Pre-register group will show up on the date of the meeting. You will find the group in the Visit

Center, Rapid Registration Pending tab

Click on one of the names in the list, and then click on the View Full Record button


CONFIDENTIAL

Since the people who were part of the group are connected to the record, you highlighted all persons

who are part of that group will show up in the Visitor Info box. Only the name of the person is checked

will print on sign-in

The template can be used repeatedly. Just remember to follow the structure of the template when you

build your Excel spreadsheet. Then remember to save the file as a Comma Separated Value (CSV)

formatted file.

Any questions can be referred to STOPware Technical Support 408-367-0220 Extension 2

importing a list into the ppg client ... - visitor...

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