Bulk importing lets you add multiple clients to your Content Snare account in one take. Go to the Clients tab and click Import in the upper-right part of the dashboard to access this page:
Once there, import a list of clients in a CSV document. You can drag and drop a document or click to choose and upload your file.
| Note: It’s possible to import a maximum of 1,000 clients at a time. |
Bear in mind that it’s mandatory to provide a name and email for each client. In case you don’t have a CSV file prepared, there’s a link to download a CSV template to get you started.
When you upload the file, a new page will appear inviting you to calibrate the settings:
You can also see a preview of all uploaded clients, so you can check each one. If everything looks good, click Import clients in the bottom-left corner of the page.