Client Management: Bulk Import or Edit Clients

Client Management can be used to manage and view client information across the Returns and Organizers modules. This article outlines the Import Users function which allows you to add data for multiple clients at the same time. 

For a full overview of the Client Management feature, see our Account Management: Client Management article. 

Please note:

Access to Account Management is only available to System Admins or users with predefined permissions enabled in User Management.

1. Click the Navigation Widget in the top right corner.
2. Select Account Management.
   • A new tab opens.  
3. Select Client Management.

Bulk Import Clients

Download Template

1. Navigate to Client Management. 
2. Click the Download Template icon.

Complete CSV Template

Open and fill in the CSV template. Ensure the following conditions are met.

• Make sure that data is placed in the proper column.
• Make sure that cells in the Client ID column are formatted as text before you enter data. This prevents Excel from inadvertently truncating numbers. 
  • To prevent Excel from truncating Client IDs, see our Leading Zeros in CSV Template article.
• Do not add or delete any columns in the provided CSV template (even if a column is empty).
• Do not have text in any cells other than the columns provided.
• Do not change the names of any headers in the CSV template.
• Country Code and Mobile Number fields for the taxpayer and spouse are optional.
  • These fields should contain numbers only, with no additional symbols or formatting. 
• The Date of Birth (DOB) field should be formatted as mm/dd/yyyy. 
• SSN/EIN field should contain only numbers, no dashes. 

Required fields:

• Client Type
  • Format: Individual or Entity. Do not include spaces before or after the text. 
• Client ID
• Name
• Office Location
  • Format should contain the Location # which can be found in your My Company settings. 

Upload Template 

1. Click the Import CSV button. 
2. Select a file to upload from your file browser. 
3. Click Open. 
4. Review the pop-up notification. An email is delivered to you once the upload is complete.
5. View how many pages of contacts have been added after the upload is complete. 

If the upload was successful, the email shows "Successful Updates to Client Management". If the upload was not successful, the email shows "Failed to Update Client Management" with a CSV file attached. That CSV file outlines what errors occurred. 

Bulk Edit Clients

Users can be edited in bulk by importing an updated CSV template. If an existing client is found with the same Client ID, the new information overwrites their existing data. 

Export Client List 

You can use your current client list as a reference when filling out the import CSV template. This exported list should not be edited and uploaded. Any relevant information can be copied/pasted into the import CSV template. 

1. Select Client Management. 
2. Click the Export to Excel button.

Complete CSV Template

Open and fill in the CSV template. Ensure the following conditions are met.

• • Make sure that data is placed in the proper column.
  • Make sure that cells in the Client ID column are formatted as text before you enter data. This prevents Excel from inadvertently truncating numbers. 
    • To prevent Excel from truncating Client IDs, see our Leading Zeros in CSV Template article.
  • Do not add or delete any columns in the provided CSV template (even if a column is empty).
  • Do not have text in any cells other than the columns provided.
  • Do not change the names of any headers in the CSV template.
  • Country Code and Mobile Number fields for the taxpayer and spouse are optional.
    • These fields should contain numbers only, with no additional symbols or formatting. 
  • The Date of Birth (DOB) field should be formatted as mm/dd/yyyy. 
  • SSN/EIN field should contain only numbers, no dashes. 

Required fields:

• Client Type
  • Format: Individual or Entity. Do not include spaces before or after the text. 
• Client ID
• Name
• Office Location
  • Format should contain the Location # which can be found in your My Company settings. 

Upload Template

1. Click the Import CSV button.
2. Select a file to upload from your file browser. 
3. Click Open. 
4. Review the pop-up notification. An email is delivered to you once the upload is complete.

If the upload was successful the email shows "Successful Updates to User Management". If the upload was not successful, the email shows "Failed to Update User Management" with a CSV file attached. That CSV file outlines what errors occurred.