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General
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ADP
How To Upload A Client List
Uploading a client list is essential to using many of the tools within the portal from sending out the automated monthly newsletters to granting your clients access to upload/download files through your portal system. Here is a template of what data can be uploaded into the database.
If you already have clients in your existing Portal and plan to upload a new list, our system will prevent duplicates by cross-referencing the information.