How to Bulk Upload Clients Using Email Vault
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Elizabeth Hanfman

Created May 21, 2024

How to Bulk Upload Clients Using Email Vault

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Email Vault

10 Steps
1

Click on Client Dashboard

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2

Click on Bulk Upload Clients

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3

Click on Upload Csv…

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4

Click on Download Sample CSV and fill out the appropriate information.

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5

Click on SELECT FILE

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6

Select and import your CSV.

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7

Click on Proceed

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8

Click on SUCCESS!…

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9

Click on Continue

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10

Click on Close

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Email Vault

1 Step
11

Your clients accounts have been created, client invites have been sent and you can view them in the Not Set Up section.

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