Creating New Clients in Load IQ for Individual and Bulk Uploads

Key Steps

Step 1: Access Contacts

• Navigate to the Contacts section in Load IQ. It is below the search bar

Step 2: Choose Client Creation Method

• You will see two relevant options:

  • Client

  • Client Bulk Upload

Step 3: Create a Single Client

• Click on Clients to expand the view existing clients.

• To add a new client, start typing in the provided field.

• Fill in all the required fields for the new client

• For clients serviced across multiple distribution centre locations you can select multiple distribution centres.

Step 4: Finalise Client Creation

• Click on “Add” to add the new client to the client list. The new client will be immediately available for use.

Step 5: Create a Bulk Upload Clients

• For bulk uploads, select Client Bulk Upload and expand the option.

Step 6: Download Template

• Click on the option to Download Template for bulk upload.

• The template will require the following four pieces of information:

  • Client Name

  • Client Contact Name

  • Phone Number

  • Email Address

Step 7: Fill in Template and Save File

Step 8: Select Distribution Centre 

• Choose the appropriate distribution centre (e.g., Demo).

• If you are using Client Bulk Upload, for clients serviced across multiple distribution centre locations (i.e., Metricon) you will have to create separate individual line items in each distribution centre file.

• Alternatively, for clients serviced across multiple distribution centre locations, you can use the single client creation option and select all relevant distribution centres.

Step 9: Upload File 

• Click on “Select a File” to upload your completed template.

• Hit “Submit” to upload all new clients to the database.

Cautionary Notes

• Ensure all required fields are filled out correctly to avoid errors during client creation.

• Double-check the information in the Excel template before uploading to prevent data inaccuracies.

• For clients that are serviced across multiple distribution centre locations, you will either need to:

  • Create clients using the single client creation option and select all relevant distribution centres

  • OR use the Client Bulk Creation file upload with separate individual line items in each distribution centre file.

Tips for Efficiency

• Keep a backup of your Excel template for future uploads.