How do I upload clients?

In the ScopeBetter platform there are two ways to upload clients. Clients can be uploaded individually or in bulk via our Client Uploader.

To access your Client page you need to go the 'Manage' tab and then click 'Clients'.

In order to add a client manually simply click the orange 'Add Client' and complete the pop-up form below:

To add multiple clients in one go you can use our Client uploader. 

Client upload is a scope feature that allows users to upload multiple clients from an Excel file. In order to use this feature user needs to open Manage -> Clients page and

( 1 ) Click (...) button

( 2 ) Click Upload Clients

After 'Upload Clients' popup was open user has few options:

( 1 ) 'Generate Template' link allows the user to download an empty clients upload file. This file may be filled with valid clients data and used for import. (Note: not all fields are required. You can skip only Logo Url)

( 2 ) 'Instruction Manual' link will redirect the user to page with upload instructions

( 3 ) Upload the completed file using the 'Browse' button

( 4 ) Before the user uploads clients, the import file should be validated by the scope system

In case there is invalid or missing data in the completed upload file, the system will suggest the user downloads a generated excel file. That file will highlight all missing or invalid data marked with colours. The user may fix all marked data and upload this file back to the scope system.

After the file was successfully validated, the user will see a success message and will be able to upload the clients. Uploaded clients will be displayed on the page after a short delay.

Example of valid clients import file is presented below.