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Uploading Bulk Profiles

Updated over a year ago

Uploading Bulk Profiles:

If you have a list of traveler profiles and want to avoid creating them individually, we can upload them in bulk.

  • Go to "Travelers" in the main menu.

  • Click on "Bulk Upload"

  • Click 'here' to download the Excel/CSV format. The list must be in a specific format with headers to import the data correctly.

  • Once you have created your profile in Excel/CSV, save it in CSV format to your desktop.

  • Choose the file from your desktop.

  • It will list the profile names for confirmation, and you can click "Upload Profiles."

  • The contacts will appear in your list.

  • You can click on the initials icon to the left of the name if you want to add additional information to the profile.

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