Add Customers
On your Workspace home page, click Customers
You have 2 options:
1. Adding customers one by one
2. Adding multiple customers via bulk upload CSV file
Option 1: Add Customers One By One
Step 1: Click Add New to send invitation link to the customers.
Step 2: Fill in the Email and Company Name, and that’s it!
Customer will receive an invitation link in their email. This link redirects them to their onboarding steps.
Option 2: Add Multiple Customers via Upload CSV File
Step 1: Download CSV template which includes the required fields and instructions on how to fill them up
Step 2: Upload or drag your completed CSV file
Step 3: Complete the Field Mapping step. Next, click Proceed to process the file
Step 4: Upon successful upload, click Done
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Verified customers: automatically added to your list of customers
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Not verified customers: the reason for failed verification will be displayed
Approving Customers
Step 1: Under the Pending Approval status, you will see the list of customers who have completed their onboarding process
Step 2: Click Approve to verify and add the customer into your customer listing
You can also select multiple customers in order to bulk approve at once
Resending Invitation Link
Under the Awaiting status, you will see a list of customers that haven’t completed their onboarding process.
Click Reinvite to resend the invitation link.
