Question
Can I update the Signing & Billing Contact details for Companies in bulk?
Answer
Yes, this can be done by following the below steps:
- Navigate to Menu > Corporate Messenger > Companies > select the "Actions" button > select "Update Contact Information"
- Select "Download Template" to download the report > fill in all of the information you wish to upload eg Signing/Billing Contacts, Account Managers and/or Pins
Note: For data to be correctly uploaded, follow the format suggested in the examples within the spreadsheet. - If you are wanting to upload details that are missing or haven't yet been added you would select "Upload"
- If you wish to overwrite existing information you would select "Overwrite"