So if you want to assign many customers to workflows at one time, there are three things you need: 1. Our Mass Workflow Upload Excel template
2. Customer IDs
3. Workflow IDs
Getting The Template
To get the template, simply email email@example.com. This template has two categories: Customer ID and Workflow ID
Finding Customer ID
The Customer IDs are the unique identifiers generated by your accounting system to distinguish your customers from each other. To find them in our platform, here's what you do:
First choose the customers you want to add
Next, in the customer file, find the Customer ID in the 'Details' section
Input this into the Template
Finding The Workflow ID
To get the Workflow IDs, you'll need to contact firstname.lastname@example.org with the subject line "Mass Workflow Upload Support."
Finally, upload the completed file in the 'Mass Workflow Assign' tab in Settings
And that's it.