Want to add multiple clients to Apron in one go? Our bulk upload feature lets you onboard entire client bases quickly, whether you're switching from another platform or expanding your practice.
How bulk upload works
We handle all the technical setup for you. Simply fill in our template with your client’s name and business owner’s email, send it back to us, and we'll upload everyone to your Apron account. Each business owner automatically receives a welcome email and gets admin permissions for their company.
The bulk upload template
Our template needs just three pieces of information for each client:
Company name – The business name as it should appear in Apron
Practice admin email – The email of the person from your practice who'll manage this client
Business owner email – The business owner's email address (they'll receive the welcome email and admin access)
At the bottom of the page, you can find a downloadable template you can fill in. Simply fill it in and send it to us via chat or by email [email protected]
What happens after upload
Once we've processed your bulk upload:
Your clients appear in your Apron dashboard immediately
Business owners receive welcome emails with sign-up links
You can start processing documents right away
The whole setup typically takes just a few hours once we receive your completed template.