Batch Import of New Clients

Tools > Batch Updates > Batch Import of New Clients

This process is designed to import clients in bulk from an external data file.

IMPORTANT: Before you can use this process you must ensure your file meets the below format conditions.

IMPORTANT: The only mandatory field is the name field. Many of the settings that are going to be common for each client such as rules for Allocation of payments, trading terms, account type, bank accounts, invoice and statement formats can all be set on the screen at the time of running the import.

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Click Browse to locate the file to import.

IMPORTANT: Excel formats cannot be uploaded. These must be saved as tab delimited text files.

When the file is imported, ensure the data has been mapped to the correct columns in the table before proceeding. This will ensure that if the provider of the file has made any changes, they get detected before the prospects are loaded into the live system. If the data in the table does not appear to be in the correct columns, then check the file with the provider.

When the table data has been checked and verified, click “Run” on the Action Bar to load the prospects into the live system.