Managing Customers
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      Upload User Accounts in Bulk

      Upload Your User Base In Bulk!

      Already have clients that you want to get into the system? You can use a CSV file to upload your User Accounts in bulk! 

      User Accounts

      • Hover over Marketing
      • Click User Accounts
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      Download CSV List

      Make sure to download a CSV list to ensure you are accurately entering your client base.

      NOTE: CSV lists can be finicky. You will want to avoid any symbols and make sure the Key Fields are entered (First, Last Name & Email)

      • Select Upload User Accounts
      • Click Apply
      • Click Download Template
      • A file will download to your computer
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      Open CSV in Excel

      Open the CSV List in Excel and begin entering your client base. 

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      Upload User Accounts

      Accepted File Types: CSV, TXT, XML, XLS, and XLSX

      • Hover over Marketing
      • Click on User Accounts
      • Select Upload User Accounts
      • Select Choose File
      • Click Save
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      Success!

      You will receive a Success Message in blue, stating the number of accounts you have successfully imported. 

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