If you want to rapidly onboard a larger number of clients at once, you can do so with a simple Excel import. To do so, simply make sure your file is formatted correctly with fields supported by Cyver Core. Then, import your client list from the Clients tab.
Import Clients from Excel
- Click Clients in the Navigation Menu
- Click Excel Operations and Select Import from Excel
- Select your File. The file will upload in the background while you continue to use the platform.
How to Format Excel for Importing Clients
Your Excel file should contain the following columns:
| CompanyName | Website | Street | PostCode | City | StateOrProvince | Country | AccountManager | Main Contact | Compliance Contact | Technical Contact | Finance Contact |
| Cyver Core | cyver.io | Frederik | 1052 HN | AMS | South Holland | NL | 1@cyver.io | 2@cyver.io | 3@cyver.io | 4@cyver.io | 5@cyver.io |
Download a sample Excel file here.
Importing Client Assets from Excel
Import client assets from Excel here