Follow along here:

Or go at your own pace:

How to Bulk Upload Clients Using Email Vault

Creation Date: May 21, 2024 Created By: Elizabeth Hanfman View most recent version on Tango.us ​ ​

# Email Vault

1. Click on Client Dashboard

2. Click on Bulk Upload Clients

3. Click on Upload Csv…

4. Click on Download Sample CSV and fill out the appropriate information.

5. Click on SELECT FILE

6. Select and import your CSV.

7. Click on Proceed

8. Click on SUCCESS!…

9. Click on Continue

10. Click on Close

# Email Vault

11. Your clients accounts have been created, client invites have been sent and you can view them in the Not Set Up section.

Created with Tango.us