If you're moving an existing client book into Marloo, you can import the lot in one go with an XLSX upload rather than adding clients one at a time.
File format
Upload an .xlsx file with two columns:
Client name
Email address
Column headers don't need to match those labels exactly. The order matters less than the content of each column.
Who uploads it
The bulk upload is done by each individual adviser in their own Marloo account. It is not a central admin action. An admin or support staffer cannot upload one master list and have those clients flow through to every adviser. Each adviser's client list lives under their own account, so each adviser uploads their own file.
Steps
Open the Marloo web app and go to Clients.
Click Upload client list.
Select your .xlsx file.
Map the columns if prompted, then confirm the import.
If the upload fails
If the file is rejected, the columns aren't being detected, or you have a non-standard format, contact Marloo support and we'll help.