Overview
The Bulk Import feature allows administrators to create multiple client accounts simultaneously by uploading a CSV file. The system validates each record and provides detailed feedback on success/failure.
File Requirements
- Format: CSV (Comma Separated Values)
- Maximum Records: 500
- File Size: Less than 5MB
Download the template:
Field Specifications
Required Fields
- First Name – Client’s first name
- Last Name – Client’s last name
- Email – Valid email address
- Password –
- Minimum 8 characters with:
- One uppercase letter
- One lowercase letter
- One number
- One special character from: !”#$%&()*,.:<>?@^{|}
- ISD Code – International dialing code (e.g., 1) without the prefix ‘+’
- Forwarding Number – 10-digit phone number
- Company – Company name
Optional Fields
- Customer Number – 10-digit number
- Website – Valid URL
- Industry – Industry type
- Note – Additional notes
- Business Fax – Minimum 6 digits
- Business Sms – 8-17 digits
- Business Phone – 8-17 digits
- Business Email – Valid email format
- Address – Street address
- City – City name
- State – State name
- Country – Country name
- Zipcode – 5 to 9 digits
- Timezone – Valid timezone string
- Outbound Caller Id – Phone number
- From Email – Valid email format
- Reply-To Email – Valid email format
- SMTP Credentials – SMTP configuration name
- format: user@[smtp_host:smtp_port] example: apikey@[smtp.sendgrid.net:587]
- Use “Default” to use the system’s default configuration