How to Bulk Upload Clients Using Org IQ

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How to Bulk Upload Clients Using Org IQ

Creation Date: May 21, 2024 Created By: Elizabeth Hanfman View most recent version on Tango.us ​ ​

# Org IQ

1. Click on Client Dashboard

2. Click on Bulk Upload Clients

3. Click on Upload CSV…

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

5. Click on SELECT FILE and then Proceed.

6. Click on Proceed

7. Click on Close

8. 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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