Bulk Import Clients

This guide explains step-by-step instructions on bulk importing clients into Whautomate platform.

How to do Bulk Import

STEP 1:Click the Client menu in the left side

STEP 2:Click the Bulk Import button in right top corner

STEP 3:Click the Download Sample file button and choose the file where you have the details of Client

STEP 4: Please make sure to edit the sample file with your clients list.

STEP 5: Click the upload button and select your edited file

STEP 5:Click the Import button to save the details

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