This guide provides step-by-step instructions for bulk uploading clients using a sample Excel template.
1. Click "Network"
2. Click "Clients"
3. Click "Bulk Upload"
4. Click "Download Sample Excel Template"
5. After downloading a Sample Excel Template Enter the important/mandatory fields in green color such as Client Name, Address, City, State, Zip, and Country
* Note: you can enter as much data as possible, however fields highlighted in Green color are mandatory
6. After saving your file, you can upload the file by clicking on the blue cloud icon
