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

    Invite_Customers.png

     

    -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. 

    Screen01.png

     

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

    Upload_CSV.png

     

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

    Send_Invite.png

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