For the complete documentation index, see llms.txt. This page is also available as Markdown.
Batch Account Creation
The Batch Account Creation page allows you to create multiple customer accounts at once by uploading a pre-formatted spreadsheet file. Rather than adding accounts one by one, you can prepare all account data in the provided template and submit it in a single upload. This guide will walk you through the batch account creation process.
Accessing Batch Account Creation
Log into the application using your credentials.
From the dashboard, navigate to Data Upload in the side menu.
Expand Data Upload and Select Batch Account Creation from the dropdown list
Creating Accounts in Bulk
Click Download Batch Account Format to download the pre-formatted spreadsheet template
Populate the template with your account data and save the file in .xlsx format
Click Browse or drag and drop the completed file into the upload area
Click Upload to submit the file and create the accounts
📌Download the template before preparing your data to ensure the file structure matches what the system expects.
