If you've created a bespoke file upload template for new customers, you can upload your new customers using the steps below.
đNote: The system handles file validation differently based on file size. For smaller files validation happens immediately. For larger files the system processes the file through a job in the background to ensure accurate and efficient validation. For larger files a progress bar is displayed, allowing you to monitor the validation as it happens in real time. You'll also see a note informing you that you can navigate away from the page, while the validation continues in the background. However, a warning is displayed "At this stage your file has not been submitted yet!"
đNote: You need to click the Download icon next to your custom template from the Template Library within the File Upload tab and complete the template with your new customer's details before moving onto these steps. You may also wish to use a pre-made template from the list shown on the Template Library tab.
Upload customers on a bespoke template
Open the File Upload tab.
Select Template Library and choose your custom template.
Click Download to save a blank copy of the template.
Complete the spreadsheet and save it in CSV or XLSX format.
Under Upload a File, select your template from the drop-down list.
Under Data File, click Select File and choose your completed spreadsheet.
Click Upload File to upload the data.
If the file validates with errors, you'll need to correct the validation errors before it can be submitted.