Step 2 of 7 · Admin or staff
Add customers
Create or import the people you bill.
Customers can be added one at a time or imported in bulk. Each gets a portal account so they can see their own subscriptions and invoices later.
Import tips
- Name and email are required for every row
- Up to 500 customers per import
- Existing emails are skipped, so re-importing is safe
- Invites are only sent if you choose to
What Knock automates
- Invite email so customers set their own password
- Duplicate emails skipped on import
- Portal access limited to own data
Checklist
- 1Clean your list so every row has a name and email
- 2Preview before importing
- 3Decide whether to send invites now
- 4Spot check one customer in the list
Common mistakes
- Sending invites before the catalog is ready
- Importing rows without emails
- Assuming a re-import will update existing customers
Ready to put billing on autopilot?
Set up your catalog, add customers and send your first invoice today.