Adding new recipients

This guide shows how to add new hosts in Systam Visit. You can add hosts one by one, import them in bulk using Excel, or automate the process with an integration.

Before you start

You need Admin or Lobby permissions to add new hosts.

Add a host one at a time

1. Sign in to Systam Visit.
2. Select Hosts in the left menu.
3. Click Create new.
4. Fill in the required details (marked with an asterisk):
   • First name
   • Family name
   • Phone number (GSM)
5. Add other details as needed:
   • Email – not mandatory, but without it the host won't get email notifications
   • Position
   • Login email – the address the host uses to sign in to RespaManager, if it differs from the email above
6. Choose the relevant settings:
   • Access rights to the system – gives system access
   • Send account activation message – sends an activation email
   • Available for uninvited visitors – allows selection without pre-booking
   • Allow updating of contact information – enables automatic updates via integration
7. Click Save.

Import hosts in bulk using Excel

1. Select Management → Import data in the left menu.
2. Download the .xlsx template.
3. Fill in the host details according to the template.
4. Upload the file back by selecting it and clicking Import file.
5. Review the preview, such as the number of new hosts.
6. To remove hosts that are not included in the import file, select the removal option. The preview shows the number of hosts to be removed even when the option is off, but nobody is removed unless you select it.
7. Confirm the import with the transfer button below the preview and check that you get a success message.

Automatic host sync with integration

You can automate host management with an integration. This allows data to sync directly from your own system to Systam Visit.

• Automatic updates – keeps host data up to date
• Integration – available as a monthly add-on

Contact us at support@systam.fi or your contact person from Systam for setup instructions and pricing.