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Adding clients to your CloseWise account can be done in two ways: manually or via bulk upload. If you're just getting started, bulk upload is an efficient way to add multiple clients at once.
Step 1: Navigate to the Clients Section
From your sidebar dashboard, click on Marketing and then select Clients. Here, you can choose to add clients individually or upload them in bulk.
Step 2: Bulk Upload Clients
To start the bulk upload process:
Click on Bulk Upload and then click on it again to select the file you want to upload.
You'll be prompted with a field mapping tool that helps you organize the data. This tool makes it easy to match your file's fields to the required fields in CloseWise.
Step 3: Map Your Client Information
In the mapping tool, you’ll need to match the following fields:
Client Name: Add the client or company name.
Person of Contact: Add the first and last name of the primary contact.
Client ID: If you don’t have an email address, you must include a Client ID.
Email & Phone Number: Add the contact email (for invoices) and phone number. Ensure the email you provide is where you'll send invoices.
Address: You can include the address if available, but it is not mandatory.
Step 4: Complete the Upload
Once you’ve mapped all the necessary fields, click Import. After the upload is complete, you’ll receive a report confirming that your client was successfully added. The report will also inform you if there were any errors, duplicates, or missing data.
Step 5: Organize Clients
Once your clients are uploaded, you can further organize them using tags for easier management.
Additional Tips
Ensure the email address entered is the correct one for invoice payments.
If you encounter any errors during the upload, check the report for specific issues or missing information.