🖋️Uploading/ Creating Licenses

Here are a few ways to input your licenses into our system.

1 - Creating Single License

To create a single license, click the + button located at the top right of the screen.

You will then be prompted to fill in the form for your license. The more information you fill out, the better our system can help you when it comes time to renew your license.

Click the create button and your new license is now in the system.

2 - Bulk Create Licenses

To create multiple licenses in our system you can click on the + button and select Bulk Create.

You will be prompted to fill in the fields for each license that you have. In the view below, I have added multiple rows to show that you can create as many licenses at once as you would like. Once you've entered the data into the fields, click save and you will be notified when your bulk create is uploaded.

3 - Bulk Create through Upload

If you would rather download our CSV template and upload your licenses, or you already have a CSV file and prefer to upload it into our system, we have an option for you as well.

If you need a template, click the + button at the top right and select template.

When you are ready to upload your file, click the upload button.

You will be asked to map your headers. If any are red, you will not be able to move to the next screen.

Click next and map your data. Once that is done, confirm all information is correct and save your documents. You will get an email once the upload is completed.

Last updated