Create multiple Clients via CSV
To create Clients in bulk using a CSV file, we first need to populate a spreadsheet with Clients and Client data. A sample CSV file is available for download at the bottom of this page.
Each new Client should have its own line, with each column containing the next piece of data. Up to 100 Clients can be created at a time via CSV.
The Client name, URL, and time zone are case-sensitive and mandatory for Client creation. The last cell is for sorting into a folder and is not required for Client creation.
Once the spreadsheet is finished, export it as a CSV file. Then, head to AgencyAnaltyics and sign in. On the Home page, click Create Client in the upper right.
Before proceeding, check your available Client usage, which is shown at the top of the creation wizard. If the CSV contains more Clients than your account has available, you will be charged for the Clients that exceed your limit.
Next, follow the steps in the creation wizard:
Click Add Clients in bulk at the top of the wizard.
Drag and drop the CSV, or click choose file to manually locate the CSV, then click Continue.
On the next page, review the Clients to ensure the data is correct, then click Continue.
Click Finalize below the confirmation message to complete the process and create your Clients.
After a short loading period, you'll be redirected to the Home page, where the new Clients will be visible and ready for customization!
Troubleshoot CSV Errors
If the CSV file contains errors, the creation wizard will highlight them and not upload the Clients. In our example, "Vancouver" is not a valid time zone.
This can be fixed simply by updating that cell of our original spreadsheet to a recognized timezone, in this case, America/Vancouver, and then uploading the file again.
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄