How to Invite Bulk Company Profiles? Follow
Using AutyFi's bulk company invitation feature can help your business grow. Imagine you have to invite many people to join your company, like a big party. Instead of sending each invitation individually, AutyFi lets you send all of them at once using a special file. This saves you a lot of time and ensures everyone gets their invite quickly. It's like having a super-fast mailman who delivers all your invitations simultaneously! This way, you can get everyone on board faster, work together better, and focus on making your business successful
How to Bulk Invite Companies in AutyFi.ai
Step 1: Access Bulk Settings
- Login to the AutyFi.ai account and select Organization from the profile icon.
- Navigate to the Locations section on your dashboard.
- Look for the gear icon next to the Locations heading and click on it.
- From the drop-down menu that appears, select Bulk Setting.
Step 3: Select a Template
- A new window will pop up, displaying a template.
- Browse through the template and select that.
Step 4: Enter Data in Excel
- After selecting a template, an Excel file will open automatically.
- You'll find a pre-formatted template for entering your data in this file.
- Carefully enter all the necessary details for each invitee in the respective columns.
Step 5: Upload and Import
- Once you have filled out the Excel template with all the required information, save the file on your computer.
- Go back to the AutyFi.ai interface and click the Upload button.
- Select your saved Excel file and click Import to upload the data.
- The system will process the file and bulk invite your listed companies.
Done!
- You have successfully sent bulk company invites.
- You will receive a confirmation message indicating that the invitations have been sent.
Tips for a Smooth Process
- Double-check data: Ensure all fields are correctly filled out in the Excel template to avoid errors during import.
- Contact support: The AutyFi.ai support team can assist you with any issues.
Following these steps, you can efficiently manage bulk invitations and streamline your onboarding process.
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