How to Bulk Invite Customers on Foundation

This guide will walk you through the process using a CSV file template.

Bulk inviting customers is a highly efficient way to onboard multiple customers onto your platform simultaneously.

Step 1: Prepare Your CSV File

To start, you need to prepare a CSV file with the customer information. The required fields are as follows:

Column Name	Requirement	Description
customer_company_name	Mandatory	The name of the customer account (or company)
customer_full_name	Mandatory	The full name of the customer user
email	Mandatory	The email address of the customer
phone	Optional	The phone number of the customer (must include country code)
account_manager	Optional	The name of the account manager handling the account
price_list	Optional	The price list assigned to the customer
address_line1	Optional	The first line of the customer's address
address_line2	Optional	The second line of the customer's address
zip	Optional	The ZIP or postal code of the customer's address
city	Optional	The city of the customer's address
state	Optional	The state or province of the customer's address (state code, if applicable)
country	Optional	The country of the customer's address (country code)
website	Optional	The customer's company website
company_ein	Optional	The employer identification number (EIN) of the company
send_invitation	Optional	A boolean value indicating whether to send an invitation (TRUE/FALSE)

Step 2: Upload Your CSV File

1. Log into the Foundation Seller Portal.
2. Navigate to the 'Customers' section.
3. Select 'Invite' and then “Upload from CSV”.
4. Upload your prepared CSV file.
5. Go to “Import / Export” page to approve or reject the import.

Step 3: Verify and Confirm

After uploading the CSV file, verify the details and confirm the invitations. The system will send out invitations to the customers as specified in the CSV.

Tips for a Successful Bulk Invitation

• Ensure all email addresses are correct to avoid delivery failures.
• Double-check the send_invitation column to ensure invitations are sent (TRUE) or not (FALSE).
• If send_invitation is left blank, the invitation emails will not go out as the default value is FALSE.
• The same CSV file/list can be uploaded again with send_invitation as TRUE and the invitation emails will be triggered.

By following these steps, you can efficiently invite multiple customers to your platform, enhancing customer engagement and streamlining your onboarding process.

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