Skip to main content

How do I import my excel file to a list?

Learn how to upload an excel list of profiles into your list. Looking to bring in data from other systems? We have instructions here.

Written by Karsh
Updated this week


​Open the OneTap dashboard

  1. Once you have created a list, select the list and once you are inside the list, find the "Browse files" and click on the button to upload your file.

  2. Also, you can click on the " Add Profiles" button and then click on Import profiles to upload your file.

3- Make sure that when you upload your Excel file, you check your files fields and map them correctly.
​
​

(Note: Make sure that the Excel file is formatted according to the relevant template before you upload it. We recommend storing the important information in the first sheet of the Excel file and avoiding uploading files with multiple sheets.)


How do I bring in older check-in data from other systems?

It's simple, just export the visitor check-in data into excel.

Pro-tip - you can add a column on your excel file titled "check-in date". Our system will automatically read this and check-in profiles on the date indicated on this column's rows.

We recommend you format your dates like this -

12/17/2020 10:00 PM -06:00

Note - the suffix on the time (-06:00) is the hours your time zone is behind UTC time. Find your time zone's offset on dateandtime.com

Did this answer your question?