How to Bulk Upload Clients

*This is an Admin-only feature. If you are not your firms Admin, you will need to request your firm's Admin undertake this*

To upload your clients data in bulk, navigate to Admin Area> All Clients> Bulk Upload Clients. From here, download the Excel template, populate the fields with the relevant data, and reupload the file. 

Please ensure the following fields are populated with data;  

• 1. First Name
• 2. Last Name
• 3. Date of Birth
• 4. Legal Entity Type
• 5. Primary Adviser (this should be a email address that is a user within the platform)
• 6. Review Title
• 7. Review Date

One important thing to note is to not change the file name before you upload it.