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

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-Under Invite multiple customers at once, click Download sample CSV

Download_CSV.png

 

-On the sample CSV, fill in Name and Email Address for newly invited customers. 

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-Save the updated CSV file and upload to Uscreen by clicking Upload CSV

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-Confirm CSV upload was successful and click Invite to send welcome emails to all customers listed in the CSV file.

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