August Tip of the Month - Client Data Bulk Upload

You can now upload each of the below client information in bulk to BIS using a .csv file in excel;

• Employer Name
• Handler
• Email
• Phone
• Mobile
• Review Date
• Address 1
• Address 2
• Address 3
• Address 4
• Postcode
• Referred By
• Introduction Date

You will need to include the Client ID in the first column, followed by the areas above in which you would like to update. You can update a number of sections or one column at a time.

Please click below for a preview of what the layout of your upload file would look like; (Please note this is an excel file and will need changing to .csv format for use)

Example Document

When you are ready to upload the client data, you go to the Client Data Bulk Uploadsection on BIS, select and upload you file using the 'Choose File' option, and finally, click 'Process CSV File' under Tasks / Actions.

You will then get a notice to say that the file has uploaded successfully where you can review the changes to your client files.