How do I upload clients?

Overview

This guide will explain how to upload one or multiple clients using the excel uploader into the SCOPE Better platform. 

Prerequisites

1. You must be signed in to your SCOPE Better Account.
2. You must have the right 'User Permissions' enabled on your account.

Step-by-Step Instructions

Step 1- Go to 'Manage' tab and access the Clients page

1. Click on 'Manage'
2. Click on 'Clients'

Step 2 - Select Upload Clients

1. Click on the '...' next to '+Add Client'
2. Select 'Upload Clients' from the drop down list

Step 3- Generate Template

1. Select Generate Template to download the Excel file
2. If in need of support click ' Instruction Manual'

Step 4- Complete Excel file Uploader

1. Add Client Names
2. Add associated Rate Card Name
3. Save File

Step 5- Validate Excel File

1. Click Browse to locate your saved File
2. Click Validate

Step 6 - Upload Excel file

1. Click Upload

Trouble Shooting

Issue: File won't Upload

Solution:

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.