Follow

How do I upload multiple clients onto my Dashboard?

custom_extract.png

This task could not be easier with our handy CSV upload. Simply, download the correct CSV for your region and fill out your clients’ details.

In the CSV, you’ll find an email address. Forward your completed form to this email address and your Onboarding Specialist will take care of uploading your clients for you!

Was this article helpful?
0 out of 0 found this helpful

Comments

Powered by Zendesk