Inviting Multiple Customers - CSV Upload
You can add multiple customers at one time to Uscreen site by uploading a CSV with customer names and email addresses.
To invite customers by uploading a CSV:
-Navigate to the Customers tab
-Click Invite Customers
-Under Invite multiple customers at once, click Download sample CSV
-On the sample CSV, fill in Name and Email Address for newly invited customers.
-Save the updated CSV file and upload to Uscreen by clicking Upload CSV
-Confirm CSV upload was successful and click Send to send welcome emails to all customers listed in the CSV file.
-Newly invited customers will display in Customers list