Bulk Create Clients via CSV
Bulk-creating Clients via CSV lets you add many Clients to AgencyAnalytics at once, rather than creating them one by one. This is helpful when you're onboarding a large batch of Clients and want to save time on manual setup.
Create up to 1500 Clients at a time from a single CSV file
Populate Client details like Company, URL, and timezone in bulk
Sort new Clients into a folder during creation
Before You Start
Before you upload a CSV file, make sure you have the following ready:
A CSV file with each new Client on its own line and each piece of data in its own column
The Company, URL, and timezone fields are filled in for every Client. These fields are case-sensitive and mandatory for Client creation
A sample CSV file to use as a template, available for download at the bottom of this page
The last column in the CSV is for sorting the Client into a folder and is not required for Client creation.
Also, check your available Client usage in the billing section of your account before uploading. If the CSV file contains more Clients than your account has available, you will be charged for any Clients that exceed your limit.
Bulk Create Clients From a CSV File
Once your spreadsheet is ready, follow these steps to upload it and create your Clients.
Step 1: Finish building your spreadsheet, then export it as a CSV file.
Step 2: Sign in to AgencyAnalytics and go to the Home page.
Step 3: Click Add Client in the upper right-hand corner to launch the Client creation wizard.
Step 4: In the wizard, click Add Clients in bulk at the bottom right.
Step 5: Drag and drop your CSV file, or click Choose File to locate it manually. Then click Continue.
Step 6: On the next page, review the listed Clients to ensure the data is correct, then click Continue.
Step 7: 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 your new Clients will be visible and ready for customization.
FAQ
Why is my CSV upload showing errors?
If your CSV file contains errors, the creation wizard will highlight them and won't upload the Clients until they're fixed. For example, a timezone entry like "Vancouver" isn't recognized because it's not a valid timezone value.
To fix an invalid timezone, update that cell in your original spreadsheet to a recognized timezone. For example, change "Vancouver" to "America/Vancouver", save the file, and upload it again.
Why does my bulk Client import keep failing?
If a bulk Client import fails, check whether your CSV file ends with a blank line. Remove the blank line, save the file, and try the import again.
đŹ 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 đ