Client Portal management: Bulk import clients

Download Template

Go to
Portal Management
.
Select the
Download Template
icon.

Complete CSV Template

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, use the Leading Zeros in CSV Template article.
Don’t add or delete any columns in the provided CSV template (even if a column is empty).
Don’t have text in any cells other than the columns provided.
Don’t 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.
Duplicate Client IDs and duplicate email addresses are not allowed.
Taxpayer and spouse need to have separate email addresses to utilize the Client Portal.
There is a limit of 5,000 rows in the CSV file.

Required fields

Client ID
Client Type
Format: Individual or Entity. Don’t include spaces before or after the text.
Name
Email Address
Office Location
Format should contain the
Location Number,
which can be found in your My Company settings.

Upload Template

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