Managing Customers

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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