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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:
ColumnRequiredNotes
nameYesFull name of the person.
emailYesEmail address used for sending requests.
phoneNoMust be in international format (e.g., +12345678901).
groupsNoComma-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.
Last modified on May 27, 2026