Inviting Multiple Customers - CSV Upload

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    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

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    -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 Send to send welcome emails to all customers listed in the CSV file.

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    -Newly invited customers will display in Customers list

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