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Extension: *.csv
Please note that only digits will be taken out from the phone column and they will be formatted as (xxx) xxx-xxxx ext.xxxxxx
FIle example
Organization Admin
Billing Info
Subscription
Import Users
Organization Info
Subscription Summary
Submit a Support Ticket
Registered Users
Users Limit
Account Type
Subscription Start Date
Subscription Term
Automatic Renewal Term
Next Billing Date
Setup Fee
Per User Fee
30
75
Monthly Revolving
Dec 2, 2011
1 year
1 year
Feb 3, 2012
$15.00
$25.00
Note: To add additional users or change your subscription license, please Submit a Support Ticket to the system administrator.
Organization Admin
Billing Info
Subscription
Import Users
Organization Info
Routing Number
Bank Name
Bank Account Type
Bank Account Owner's First Name
Bank Account Owner's Last Name
9 digits
Account Number
5 - 17 digits
Echeck Type
Credit Card Number
Verification Code
Expiration Date
Card Holder's First Name
Card Holder's Last Name
Card Number Format: XXXXXXXXXXXXXXXX OR XXXX XXXX XXXX XXXX
(currently: **** **** **** 1111)
Leave blank to use current
Leave blank to use current (05/15)
Leave blank to use current
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Address line 1
Address line 2
City
State
Zip
Please note: using bank account for billing info will reset credit card information if previously submitted. Using credit card information will reset bank account data if previously used for billing.
Organization Admin
Billing Info
Subscription
Import Users
Organization Info
Payment Information
Billing Address
Use Bank Account
Organization Admin
Billing Info
Subscription
Import Users
Organization Info
Contact Person Email
Profile Picture
Preferred image size is 135 x 135 px
Contact Phone
Organization
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Organization
Valid formats: .jpg, .gif, .png
Organization Info
Organization Address
Address line 1
Address line 2
City
State
Zip
Organization Admin
Billing Info
Organization Administrator
Subscription
Password
First Name
Last Name
Profile Picture
Preferred image width is 100 px
Contact Phone
Profile
Picture
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Also serves as login name
Confirm Password
Import Users
Organization Info
Organization
Company Name
Password
First Name
Last Name
Profile Picture
Preferred image width is 100 px
Contact Phone
Profile
Picture
Save
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Also serves as login name
Confirm Password