How do I upload clients in bulk?
Uploading clients in bulk allows you to add multiple clients at once using a CSV file instead of creating them individually. This is useful when onboarding a large number of clients.
Steps to upload clients in bulk:
- Click Upload Clients (top-right)
- Download the Sample XLSX template
- Enter client details in the template, with one client per row
- Save the file as CSV (max 2MB)
- Upload the file
After upload:
- All clients appear with “Not Started” status
👉 What to do next: Review failed rows using the Error File, fix the issues, and re-upload the file.
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