Learn how to add multiple customers at once with the bulk customer upload template.

1. Go to Settings > Customers and click Upload.
2. Select Adding new customers, then click Next.
3. Click Download template.
   customer-template.xlsx will be downloaded to your computer.
4. Open the file and follow the template instructions to add your customer information, then save your changes.
   Tip:

   • You can include the parent and children in the same file upload or you can upload the children separately. To upload the children separately, the parent must already exist in CertManager. A parent is not automatically created if you provide the parent information in the child row.
   • If you have multiple locations for a customer, add one row for each location. The state for the location is the two-letter state abbreviation.
5. Return to CertManager and drag the edited template into Upload XLSX file box or click Browse to select the file, then click Upload.