Help Articles for Uploads

Articles for Uploads

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How to Assign Organizations via Uploads

Read this article to learn how to assign Organizations when uploading clients. Assign one or multiple organizations through a flat file upload.

How to Upload a Flat File

How to bulk create and update data in your agency using a CSV, TXT, or XLSX file. Upload files manually or automate with SFTP transfers.

How to Upload a Flat File

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