Bulk Client Creation allows you to create numerous clients at once.
On this page, you have two main ways of creating clients:
Manually entering details or Upload CSV
Manually entering details
The manual process is quite simple. Just add the details to the necessary inputs, adding a new row when necessary using the Add New Row button
When you have entered as many client details as you wish, you may then click the Create Clients button to begin processing the creation of your new clients.
Uploading CSV
The automated process of uploading a CSV is for users who are looking to import clients from a pre-made list they have constructed.
The CSV file you wish to upload must be structured with a header row in the first row that states each column's properties. Below is an example of a properly structured CSV file for upload.
Broken down, this CSV file has the header row (marked in orange) and the data of each column for each client (marked in blue).
Uploading this CSV to VTO will result in the following:
Valid column headers are limited to:
- Title/Salutation
- First/First Name/Given Name
- Last/Last Name/Family/Family Name
- DoB/Date of Birth/Birthday/BD
- CRN/BPAY/BPAYCRN/CRNBPAY/BPAYNUMBER/BP/BPCRN/CRNBP
- PH/Phone/Phone Number
- Email/E-Mail/E-Mail Address/EmailAddress/Web Address
When you have finished generating client detail entries, finalise the process by click the Create Clients button to begin processing the creation of your new clients.
