Bulk Create Customers

On the Customer Template step, click Download Template to download the customer list template.

Fill in the customer information in the template, then return to the Bulk Create page.

Click Choose File and select the completed customer template.

After the file is selected, click Next.

On the Subscription Settings step, select the subscription settings for the customers.

Click Next to continue.

On the Security Level step, select the initial security level (default policy) for the customers.

After selecting the security level(default policy), click Next.

On the White Label - Message Template step, select the message template that will be used for the customers.

Select Default unless a custom message template should be used.

Click Preview Customers to continue.

On the Preview Customers page, review the customer information before creating the customers.

Update any values directly on the preview page if needed.

When all information is correct, click Create Customers.