Q: Can we bulk update preferences for lists.
Eg: I create a new category/list and want tonadd select clients to it.
Raj_TaxPLUSAug 28, 2024
Founder Team
Shaun_Emailpref
Aug 28, 2024A: Good question! Do you have these clients in a CSV list? And which integration are you going to use?
Helpful?
Log in to join the conversation
Raj_TaxPLUSPosted: Aug 28, 2024
Let's say I have the clients in csv and plan an existing integration that you have.
Founder
Posted: Aug 28, 2024
Yes, you can! We would need to toggle the allow new users setting for you