Upload a Client List

Use the following steps to upload the Client List for a Client as part of the onboarding process.

Where Client data exists, and you need to add Clients to the List, you need to firstly Download the entire Client List using the Download to CSV function, add the new Clients to csv file, before you can Upload.

This function is for creating client profiles only, and updating the details of existing client profiles is not supported.

1.      Click on CRM on the menu, click Clients.

2.     The Client List screen displays.  Under Actions, click on Upload From CSV.

3.     The Upload Client Data screen displays. Click on Browse, select the File and click on Submit.

4.      Once is it finished, the system will indicate that it has completed the upload successfully.

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