How to add your clients to Synup OS
How to add your clients to Synup OS
This guide explains how to add your clients to Synup OS so you can manage their accounts, services, and reporting from your agency dashboard.
1. Accessing the Client Management Section
Step 1. Log in to your Synup OS agency account.
Step 2. From the left-hand menu, click on Clients to open the client management screen.
2. Adding Clients Manually
Step 1. On the Clients screen, click the Add Client button on top right. You will have two options - adding each client by manually entering their details or a CSV bulk upload option. Let’s talk about manually adding clients.
Step 2. In the Add Client form, click the edit button and fill out the required fields: Client Name (the business name of your client), Website of your client, email ID of your client.
Step 3. Configuring Services and Apps for the Client: In the last column, you can configure which Synup OS apps or services are active for this client. Toggle on or off the apps they should have access to, such as Listings, Reputation, or Social. Save changes to activate the selected services for the client.
3. Bulk Uploading Client List via CSV
Again, go to the Clients section and click on Add Clients button. This time, select the import clients from CSV file option.
This is a sample format of the CSV file you need to upload clients to OS. Note: First column is client’s business name, not a person’s name.
name,email,website
Sample Client Name 1,sampleclient1@gmail.com,sampleclientone.com
Sample Client Name 2,sampleclient2@gmail.com,sampleclienttwo.com
Sample Client Name 3,sampleclient3@gmail.com,sampleclientthree.com
Upload the file and review the client profile details in OS. You can edit any particular detail & assign client apps manually. Click “Create Client Accounts” if all is good.
4. Updating Additional Details
Once your client profile is created in OS, you can go to the Clients section and find the newly added client. From here, you can also add additional information such as Phone Number, Address, and Industry to keep records complete. You can also select the Primary Representative from your team who will be responsible for this client.
5. Troubleshooting Tips
If the client does not appear after saving, refresh your Clients list. If you receive an error during client creation, check that the email address is valid and unique.
Related Articles
How to add an activity to OS
How to add an activity to OS Whether you’re scheduling meetings, assigning tasks, or syncing calendars, Synup OS makes it easy to manage everything from a single place. In this section, you’ll learn how to create, assign, and track activities so you ...How to add your team members to OS
How to add your team members to OS Adding your team members to Synup OS allows you to collaborate, assign tasks, and manage client accounts efficiently. You can invite them individually or add multiple members via CSV upload. 1. Accessing the Team ...How to configure churn criteria in Synup OS
How to configure churn criteria in Synup OS One of the most loved features in Synup OS is the churn forecasting feature. We’re excited for you to try it out. Churn forecasting in Synup OS helps you spot clients who might be at risk of churning out, ...How to sync your email and calendar to OS
How to sync your email and calendar to OS Connecting your email and calendar to Synup OS allows you to manage client communication and schedule tasks or meetings directly within the platform. Once synced, you’ll be able to send and receive emails, ...How to upload and share an existing document with clients or prospects
How to upload and share an existing document with clients or prospects Synup OS allows you to upload and share your own documents with clients or prospects directly from the platform. This is useful for sharing proposals, presentations, contracts, or ...