Import clients

Before you start

Make sure you're assigned to a permission group that has
Import Clients
enabled. If not enabled, the
Import
option in the
Clients
menu and the
Import Progress
option under
Setup
are hidden.
The client import is limited to a maximum of 1,000 rows per sheet. Each sheet on a spreadsheet needs to be imported separately.

Import clients from a spreadsheet

In Onvio Center, select
Clients
.
Select
Import
.
Find to the spreadsheet to import.
Select
Next
.
Select the sheet to import.
Column headers will automap if they match the fields in Onvio. Mark
Skip first row
if the first row of your spreadsheet contains headers. If your spreadsheet doesn’t have headers, select the column and select the column Type, then select
Save
.
note
Only the first 10 rows are displayed while you map the headers.
Select
Next
.
If no errors exist, continue to the next step. If errors are present, they are highlighted in red and will be the top 10 rows displayed followed by rows without errors. Select
ERROR REPORT
to view all the errors in the spreadsheet. A
CSV
file will download. Open the report to see the
Issues
column and
How to fix the errors
column. Fix the errors in the spreadsheet, save as a
.xls
file and reimport.
You will see a breakdown of new clients successfully imported by entity type. Select
Finish Import
.
The
Import Progress
screen will show the status of the client import. Once it is complete, you can see the number of clients successfully imported and the number of errors. Select the number of errors to open the spreadsheet. Fix the spreadsheet and reimport.
note
To return to the
Import Progress
screen at any time, select
Setup
, then select
Utilities
, then
Import Progress
.