To ensure that your invitations are read properly by our system, it’s essential that you save your Excel spreadsheet as a .CSV in the following format:
For your convenience, a pre-formatted template is available for download when inviting multiple clients at once. Just click the "Invite Many at Once" link from the Invite Clients page:
If your spreadsheet looks good and you're still having issues inviting clients via import, use the Contact Us form to get in touch with someone who can help.