> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearpolicy.app/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Steps>
  <Step title="Go to the People section">
    Open the **People** section from the main navigation.
  </Step>

  <Step title="Click Import">
    Click the **Import** button to open the import panel.
  </Step>

  <Step title="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., `+12345678901`).                                                          |
    | `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.
  </Step>

  <Step title="Upload the file">
    Select your CSV or Excel file and upload it. ClearPolicy will parse and preview the people before importing.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  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.
</Note>

<Tip>
  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`.
</Tip>