Batch Create Individual Sub-accounts

Upload a CSV or Excel file to create multiple individual (personal) sub-accounts at once.

ⓘ Only individual accounts can be batch created. Business accounts must be added individually via "Add Sub-account".
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Drop CSV, Excel file here
Click or drag file to this area to upload.
Supported formats: CSV and XLSX. Max 100MB.
Don't have a batch file? Download a template:
Individual Sub-accounts (CSV) ↗ Individual Sub-accounts (Excel) ↗
Required columns:
First Name, Last Name, Email, Phone, Role (sender/holder/full)