If you have a spreadsheet list of clients and/or client contacts, you can import these into your Access Practice SE client list.
Some highly confidential client fields such as TFN and SFN cannot be imported however.
Step 1: Prepare your import spreadsheets
Before importing client and contact records, you'll need to prepare the list for each in Excel (two separate spreadsheets).
It’s crucial that both spreadsheets are formatted correctly, so we’ve provided templates you can start from.
Note: The client template spreadsheet has an Instructions sheet and additional notes, where you can read about how the template works. For the import to work successfully, the column headers must not be changed. You can edit, delete, or add any optional columns (grey headers) and will be mapped to a field that can be selected in the Client details.
Step 2: Import clients first and contacts secondly
After you populate and format your client spreadsheet, and save it as a file with just one worksheet, use the Import Clients button to bring the list into Access Practice SE.
Bulk import client data:
Click Clients at from the main menu options.
Click the three-dot icon at the top of the client list.
Choose Import data from a CSV file.
The next step will allow you to match your spreadsheet columns to the right data points. You'll be able to clean up or remove any corrupted data before finalizing your import.
Bulk import contact data:
Once you’ve imported your clients, you can bring in the client contacts. The contacts template is similar to the one for clients: column headers in orange and blue should not be changed, and you can edit, delete, or add optional (grey) columns.
Note: When adding contacts to this spreadsheet, it’s crucial that the Company and Client name for each contact is an exact match in the Access Practice SE client list. For example, if you add a client called “ABC Corp,” and a contact for this client uses the company name of “ABC Ltd,” the contact will not be added to the correct client.
After you populate your contact spreadsheet, and save it as a CSV file with just one worksheet, use the Import Contacts button to bring the contacts into Access Practice SE.