How do I create a bulk transfers?

Watch our video below on how to create bulk transfers:

HubSpot Video

Or, follow the steps below:

  1. On the home page, click on the Quick Access Section and add a new section, "Make Bulk transfers"
  2. Add Make Bulk transfers then click on Make bulk transfer
  3. Click on Download Excel template
  4. Fill in the required information on the template
  5. Save the file and send it to
  6. Our AI Assistant will take care of the rest!

If you have any special requests, please ensure you place them in the body of the email you send. 

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