Bulk Client Upload via CSV
Erin Olson
Merged in a post:
Allow customers to import clients
Christi Nickerson
Given that some (if not many) of our customers may be tracking their clients on a spreadsheet or can export their client list to a CSV file, if we could offer them a way to import their clients from a CSV file, that would be awesome.
E
Erin Olson
Chad McAllister -- We currently have the capability to import clients however the feature isn't in-app/customer facing yet. You can work with Account Manager or Onboarding Specialist and they can help you out with getting the csv file prepped and they can import them for you. Let me know if I can get you connected to someone!
C
Chad McAllister
Erin Olson: She let me know and we already got everything loaded. Thank you!