Summary
Import a list of nsave users as contacts in one step using a CSV file — handy when onboarding a payroll or contractor list.
What can I do?
Go to Contacts and select Bulk add.
Prepare a CSV with a single required column:
email(one nsave user email per row).Upload the file. The portal checks each email, removes duplicates, and highlights any invalid rows so you can fix them.
Confirm. You'll see a summary — how many were added and how many failed, with reasons for any that didn't import.
Good to know
Only the
emailcolumn is required for bulk add.Invalid or duplicate emails are skipped automatically and listed so you can correct them.
To add external bank recipients (not nsave users), add them individually via Add External Contact.