Import people from CSV or Excel

Bulk-import people into ClearPolicy from a CSV or Excel file. Required fields are name and email, with optional phone and groups columns.

If you have an existing list of people, you can import it directly into ClearPolicy rather than adding people one at a time. The import process supports both CSV and Excel files and lets you preview the results before committing the import.

1. Go to the People section

   Open the People section from the main navigation.

2. Click Import

   Click the Import button to open the import panel.

3. Prepare your file

   Make sure your file includes the following columns:

   Column	Required	Notes
   name	Yes	Full name of the person.
   email	Yes	Email address used for sending requests.
   phone	No	Must be in international format (e.g., [phone]).
   groups	No	Comma-separated group names. ClearPolicy adds the person to each group and creates missing groups automatically.

   Column headers are case-sensitive. Keep your file clean and free of extra blank rows.

4. Upload the file

   Select your CSV or Excel file and upload it. ClearPolicy will parse and preview the people before importing.

5. Review and confirm

   Review the preview to confirm the people look correct. Once you are satisfied, confirm the import to add them to your People list.

Duplicate emails are handled gracefully. If a person with the same email address already exists in ClearPolicy, the import matches to the existing person rather than creating a duplicate.

Use the groups column during import if you already know how people should be organized. Separate multiple groups with commas, such as Staff, Managers, Denver.