1. On the left-side menu, click on "Program Management"
2. Click "Client Mgmnt" on the sub-menu
3. Click "Bulk Upload Clients"
4. Click "Download Excel Template" to see the template
5. Open the downloaded file
6. Fill out the columns as shown on the template, and save it as a .CSV file
7. Click "client_bulk_upload_template_2026-10-15"
8. Click "Choose Excel file" to uploaded your the excel file with your own data
9. Click "Upload and Import Clients" to start the import process
10. If you need assistance, scroll down and click "Request import assistance"
11. Super Admins receive an in-app notification and email with a link to the request queue. Add a message and/or attach your spreadsheet
12. Click "Spreadsheet" to uploaded your own spreadhseet as it is
13. Select your file and click "Open"
14. Please keep in mind, the file need to be an Excel file (.xlsx, .xls) or CSV, up to 10 MB
15. Add a "Message to Super Admins (optional)"
16. You can also add any other file for reference here
17. Click "Submit request to Super Admins" to finish
18. If you are experiencing any issues, please read the "Excel format requirements" or contact us via email
