Client Service Team - Bulk Uploading

Client Service Team - Bulk Uploading

To bulk upload Client Service Teams:

  1. Download an Accounts report.
  2. In the column labeled customer_service_team, make any necessary changes. 
    Note: There can only be five employees per CST. Learn more about CSTs here.
  3. Save the Excel file. 
  4. Send the Excel file to your Liscio contact in Liscio Corp, or email the file to
  5. The Liscio Support team will make the requested changes. 

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