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.
You can also skip providing the owners’ emails for now and add them in later, when ready to use Payments.
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]).
Switching from another platform
Moving from existing software? We've got you covered with helpful resources to make the transition smooth.
Email template for clients
You can use this template to inform your clients about the changeover. Feel free to edit as you wish!
Subject: We’re introducing Apron — a smarter way to manage business payments
Hi [Client Name],
We’re introducing Apron — a single platform to manage payments, expenses, and payroll with less admin, fewer errors, and a lot more control.
Whether it’s paying suppliers, handling team expenses, or paying payroll, Apron makes it faster and easier to manage every part of your payment workflow without jumping between apps.
Here’s what Apron can help you with:
✅ Supplier payments
Pay multiple suppliers and contractors (local and international) in just a few clicks.
💳 Expense cards
Issue physical or virtual cards to your team with full control. Set spending limits by day, month, or category
👩💼 Payroll payments
Pay your payroll with speed and accuracy, without making payments one by one.
Apron is designed to simplify payments from end to end, and it’s already loved by thousands of small businesses and their accountants.
Explore more below:
Let us know if you’d like a demo of Apron and the new bookkeeping process by sending us your availability.
Best,
[Your Name]
[Your Firm Name]
Still under contract with another provider?
Don't worry about paying for two capture tools. Our Pitch The Switch Campaign lets you use Apron Capture for free while you're still under contract elsewhere.
Simply share your existing contract with the expiry date, and we'll walk you through the next steps to get started.
Moving from Dext
Switching from Dext is straightforward. Export your client list as a CSV file, add email addresses for each client, and share it with us. We'll handle the rest of the upload process.
For step-by-step instructions on exporting from Dext, check this article.
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 login details
Each client gets their own company space with admin permissions
You can start processing documents right away
Ready to bulk upload your clients? Get in touch via chat or by email ([email protected]), and we'll guide you through the process. The whole setup typically takes just a few hours once we receive your completed template.