I get an error message after uploading my spreadsheet. What gives?

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.
Have more questions? Contact us