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 our CSV template
Make sure to download our CSV template 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.
For the Store in Column B, make sure to fill in the Store Name as it appears in your Store List on your Dashboard
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.
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