For clients with Lead Recipient Licenses or Sub-Recipient Licenses
The Recipients Import Template allows Administrators to import recipient information.
Use the attached template to import your Recipients. Required fields are designated with an asterisk (*). Once completed, users can import from Administration>License Information>Lead Recipients tab or Administration>License Information>Sub-Recipients tab.
How To Import Recipients:
- Open Administration>License Information.
- Open the Lead Recipients tab or Sub-Recipients tab.
- Click the (Import icon) in the Icon Bar.
- In the pop-up window, click Choose a file to select a file from your computer.
- Select the Destination field for each Source column. If you are using the Recipients Import Template (recommended), the source and destination fields should match.
- Click Create.
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