Hi! We’ve launched a highly requested feature. You can now seamlessly add and credit check multiple customers at once - saving you time and making onboarding much more efficient.
What’s new
- A new Bulk add customers button is now available on the Customers page.
- Option to either add and credit check customers in one steporjust add customers and credit check them later.
- CSV templates are available directly in-app and include upload guidelines.
- The system will validate the data before submission to avoid upload errors.
Key Benefits
- Upload up to 500 customers at once.
- Cut down manual entry and reduce time to launch.
- Ensure all customer records are consistent and credit-checked in bulk.
Where to find it
From the Customers tab, click the new “Bulk add customers” button at the top right. From there, download the appropriate template and follow the CSV upload instructions.
See the Help Article for Full Upload Guide