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Creating Subaccounts in Bulk

Updated

This article covers the following topics :

How to crate subaccount in bulk

Here’s a step-by-step walkthrough of the process.

1. Compile Info into a Spreadsheet

Use Excel or Google Sheets to create a spreadsheet with the necessary information to create the Sub Accounts and invite the designated admin. The spreadsheet must have the following columns in this order or use our template.

  1. Name of the Sub Account 
  2. First name of the admin 
  3. Last name of the admin
  4. Email of the admin

 

Once you’ve added all the relevant information, double-check it, and download it as a CSV file.

2. Upload the CSV to Crowded 

  1. This time when you click “Create Sub Account” select “Upload via CSV”
  2. Upload the CSV you created with the Sub Account information. 
  3. Once the CSV is loaded in the platform, look through all of the lines to ensure that everything is correct, or fix any errors. 
  4. Once it is ready, finalize the upload. 

 

The Sub Accounts will be automatically created, and the admins will receive invitation emails. From the Sub Accounts dashboard, you can track who has accepted the invitation and resend it to those who haven’t. And you’re all set to get a bird ‘s-eye view into all the Sub Accounts of your organization!