How do I import a customer file in screening?

Below is a walkthrough of how to bulk upload your customer records.

First, you either need to

1. Locate your import file provided to you at the implementation stage.
2. Download the import file spreadsheet in an import format so that we can bulk upload to the system.

Once this import file has been populated with all your customer data, this can then be imported into the system via the below shown ‘Upload Customers’.

Please view the following informational video which will outline the steps taken to upload a file:

In this page you can then upload your complete import file. Once this has been confirmed, the customers will be uploaded to your system and screened overnight.