What happens after I upload clients?
After uploading clients in bulk, the system processes the file and adds the clients to your account. Understanding what happens next helps you review the upload and take the necessary next steps.
What happens after upload:
- Clients are added with a “Not Started” verification status
- The upload appears in the Uploads screen for tracking
What you can do next:
- Download the success file to view successfully uploaded clients
- Download the error file to identify and fix any failed rows
What to do next:
👉 Initiate KYC/KYB for all newly uploaded clients to begin verification
💡 Tip: Always review the error file to ensure no clients were missed during upload
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