Client List Excel Upload
Posted by S2C Staff, Last modified by S2C Staff on 13 July 2016 10:56 AM

Auto Create Client Folders and Users


The spreadsheet required for the client mass upload for ICFiles is attached. There are a few of fields that are marked “optional.” Those are the only fields that are not required. All other fields are required.

Here are the username/password requirements:

• The Username must be at least 5 characters long and be no more than 20 character long. Valid characters include all letters, numbers and the following special characters: @#$&*-_

• The Password entered must follow these rules:

1. Be at least 8 characters in length.

2. Contain at least one uppercase letter, one lowercase letter and one number.

3. Passwords may also contain these characters: @#$&*-_

The new user will be required to change his or her password the first time he or she logs in.


You are also required to enter the Username of the administrator (from your firm) for each client folder (that would be your username if you are the only administrator).


If you decide to mass upload your client users, I will need to know whether you would like each user to receive an email with their username/password information. You can control the content of the “new user” email notification from your “Company Profile” page.

Thank you, please call in or Submit a Ticket or ask for Live Support if you have any questions.

214 343 3449

877-251-3273



Attachments 
 
 icfilesmassupload_clientlist.xlsx (9.69 KB)

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