Verifying accessβ¦
Monay & Associates
π₯ Bulk Client Import
Step 1 β Upload CSV File
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Drag & drop your CSV here, or click to browse
Accepts .csv files only
Expected CSV columns:
first_name *last_name *email * phoneaddresscity statezipstatus ssn_last4dobnotes
* Required columns. Status values: active, prospect, closed, flagged (default: prospect)
Step 2 β Preview & Confirm
| Status | First Name | Last Name | Phone | City / State | Client Status | Issue |
|---|