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Upload Client Details CSV Data
Upload Client Details CSV File
Step 1 - Ensure that you have prepared your Client Details spreadsheet document and have saved it in CSV file format to upload. If it is not ready please download the Client Details spreadsheet document, clicking on "Download Spreadsheet - Importing Client Data" from Import Client Data.
Step 2 -
Client Details CSV file
Click Browse to Upload Client Details CSV file.
Step 3 - Your own CSV File Reference
(optional)
Warning :
Please note - it will take
about 3 minutes
, depending on the quantity of data, to complete the uploading and validating process. Please do not click on any Tasking Zone button during this time. If you do the file upload will be aborted.