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SalesDoc
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

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

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

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

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