Once your client data has been imported, you can add individuals to your Seamlss client list, or link other entities to individuals. To learn more about importing data, see our help guide for bulk imports.
Tick the box next to the individual(s) you wish to add.
In the pop-up window, you will be able to select the identity verification you wish to use (if any) from the drop-down menu.
Click Add to Seamlss clients.
Linking entities #
To link an entity to an individual tick the box next to the entity or entities. In the pop-up window, start typing the name of the individual into the search bar. Select the correct individual and click Connect.