Bulk CSV Invites
Bulk CSV invites are designed for inviting many guests whose trips don’t share the same dates, location, or travel products — for example, a batch of site visits, client meetings, or interview candidates each traveling independently. Upload a CSV with each guest’s details, and Juno resolves travel policies, matches locations, and lets you review everything in an editable spreadsheet before sending.
If your guests are traveling to the same place for the same dates — like a team offsite or conference — the Events product is a better fit. Events let you organize guests into groups with shared configurations, manage hotel room blocks, and track everything from a centralized dashboard. Contact your account team to learn more.
Bulk CSV invites must be enabled for your organization. If you don’t see the Upload CSV option, ask your admin to enable it in the organization settings. For inviting a single guest, see Inviting a Guest.
The Upload-to-Invite Workflow
Open the Upload Drawer
From your dashboard, click the Invite Guests dropdown in the top navigation and select Upload CSV. A full-screen drawer opens where you can upload your file.
Download the Template (Optional)
Click Download Template CSV to get a pre-filled template with realistic example data. You can choose how many example rows to include (1—50). The template includes columns for all available fields — email, name, location, dates, products, and any custom fields your organization has configured.
The template is a good starting point even if you already have a guest list. Open it alongside your data to see the expected formats for dates, times, and product toggles.
Upload Your CSV
Drag and drop your CSV file onto the upload area, or click to browse. Only .csv files are accepted.
Map Columns
After upload, Juno shows a mapping screen with your CSV column headers on the left and target fields on the right. Juno auto-maps columns based on header names — review the mapping, adjust any that were missed, and clear any that don’t apply.
Hover over any column to preview sample values from your CSV on the right side of the screen. When you’re satisfied with the mapping, click Continue.
Review and Edit
Juno processes your data — resolving locations, matching travel policies, and validating each row. Once processing completes, you’ll see all your guests in an editable spreadsheet. Review the data, fix any errors highlighted in the Needs Attention tab, and make inline edits as needed.
Send Invitations
When everything looks good, click Invite N Guests to send all invitations at once. You can track progress from a toast notification that appears after submission.
Available CSV Fields
Your CSV can include any combination of these fields. Only email is required — all others are optional.
| Field | Format | Notes |
|---|---|---|
| Email address | Required. Each guest must have a unique email. | |
| First Name | Text | |
| Last Name | Text | |
| Location | Office location name | Matched against your organization’s configured office locations. |
| Start Date | YYYY-MM-DD | The first day of the guest’s trip. |
| End Date | YYYY-MM-DD | The last day of the guest’s trip. |
| Start Time | HHMM | e.g., 0900 for 9:00 AM. Also accepts formats like 9:00 AM. |
| End Time | HHMM | e.g., 1700 for 5:00 PM. |
| Flights | yes / no | Whether to include flights. Also accepts true/false, 1/0. |
| Hotel | yes / no | Whether to include hotel. |
| Ground | yes / no | Whether to include ground transportation. |
| Expense | yes / no | Whether to include expense management. |
| Language | Locale code | e.g., en-US, de, fr. Sets the guest’s preferred language. |
| Custom Fields | Varies | One column per custom field configured for your organization. For multi-select fields, separate values with commas. |
Column headers don’t need to match exactly. Juno uses fuzzy matching to auto-map headers like “E-mail,” “Email Address,” or “Guest Email” to the correct field. You can always adjust the mapping manually.
Reviewing and Editing Guests
After your CSV is processed, the spreadsheet view lets you review and edit every detail before sending invitations.
Inline Editing
Click any cell to edit it directly in the table:
- Text fields (email, name) — Click to type, then press Enter or click away to save
- Location — Click to open a dropdown of your organization’s office locations
- Dates — Click to open a date picker
- Times — Click to open a time input
- Products (flights, hotel, ground, expense) — Toggle switches on or off directly
- Custom fields — Text input, single-select dropdown, or multi-select depending on the field type
Changes are saved automatically as you edit. The header shows a sync indicator — Syncing…, All changes saved, or Unable to save changes — so you always know the current state.
Validation Errors
Rows with problems are flagged and easy to find:
- The Needs Attention tab at the top filters to just the rows that need fixing, with a count showing how many remain
- Error cells are highlighted in red with a tooltip explaining the issue (e.g., “Please enter a valid email address”)
- Row-level errors (like “Please enable at least one guest product”) appear as an icon next to the email address
Fix the highlighted issues, then switch back to the All tab to see the full list.
Auto-Matched Values
When Juno transforms a value from your CSV — for example, matching a city name to a specific office location, or normalizing a time format — the cell shows a sparkle icon. Hover over it to see the original value from your CSV. This helps you verify that the auto-matching got it right.
Policy and Approver Columns
The table includes read-only columns for Travel Policy, Travel Approver, Expense Policy, and Expense Approver. These are resolved automatically based on each guest’s location and your organization’s policy rules. While a row is syncing after an edit, these columns show a brief loading state as policies are re-evaluated.
Deleting Rows
To remove guests from the list, select them using the checkboxes on the left, then click Delete N selected in the footer. You’ll be asked to confirm before the rows are removed.
Saving Your Progress
You don’t have to finish everything in one sitting.
- Auto-save — Every edit is automatically synced to the server after a brief pause. Watch the sync indicator in the header to confirm.
- Save and Close — Click Save and Close in the footer to save all pending changes and close the drawer. Your draft is preserved.
- Resume later — The next time you open Upload CSV, Juno automatically restores your draft with all edits and resolved data intact. You’ll pick up exactly where you left off.
Each coordinator has one active draft at a time. Starting a new CSV upload replaces the previous draft.
Sending Invitations
When you’re ready to send:
- Click Invite N Guests in the footer (the count reflects your total number of guests)
- If any validation errors remain, you’ll see a notification asking you to fix them first
- If your organization’s policies require coordinator-provided payment methods, a prompt will appear for you to confirm or add a card
- Confirm to send — the drawer closes and a progress notification appears
Tracking Progress
After submission, a toast notification at the bottom of the screen shows real-time progress:
- Sending — A progress bar fills as each invitation is processed, showing “Sent X of Y”
- Success — “Successfully sent N invite(s)” with a green checkmark
- Partial failure — “Sent N invite(s), M failed” with a link to view the failures
- All failed — An error message prompting you to try again
If some invitations fail, click View failed invites to see which guests were affected and why. You can copy the details to your clipboard and retry those guests individually.
Related Documentation
- Inviting a Guest — Send individual invitations using the step-by-step form
- Managing Invites — Track invitation status, manage approvals, and monitor guest progress after sending
- Managing Payment Methods — Add and manage credit cards for guest bookings