How to bulk upload client accounts?

Requirements:

• Access to client platform
• Bulk Upload Excel template

 

This is the function on the platform to upload clients' details in one go, instead of doing it manually one-by-one.

Instructions

 

1. Under 'Main Menu', navigate to 'Clients'.
2. Select 'Upload Clients'. On the page, click the 'Download Template' on the lower left part to get the excel template.
3. Fill out the details of the clients. Once done, save the file and upload it on the page, by click the 'Browse' button then select the filled out excel file. Then hit the 'Upload Now' button.
4. Please note of these updates on the template:
5. Organizations and individuals can be defined by setting the ‘Client Type’ column to either ‘Individual’ or ‘Organization’. If left blank then it will default to ‘Individual’.
6. When uploading an organisation client, the organisation’s registration number should be populated into the ‘NI Number/National ID’ field. The Client Type should also be set to ‘Organisation’.