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Quick reference guides

Client Portal management: Bulk import clients

Client Portal Management is used to manage and view information related to your taxpayers' Client Portal access status. This article outlines the import function, which lets you add data for multiple clients at the same time.
For a full overview of the Client Management feature, use the Client Portal Management article.
note
Access to the Client Portal section is available to all users. Users can only view records assigned to Office Locations they have permissions to view.
  1. Select the
    Navigation Widget
    .
  2. Select
    SAFESEND ONE
    .
  3. Select
    Client Portal
    .

Download Template

  1. Go to
    Portal Management
    .
  2. Select 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.
  • 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

  1. Select the
    Import CSV
     button.
  2. Select a file to upload from your file browser.
  3. Select
    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 "Client Import Completed Successfully". If the upload was not successful, the email shows "Client Import Failed" with a CSV file attached. That CSV file outlines what errors occurred.

This article applies to:

  • Product: safesend
  • Subject: Clients,Import
  • Audiences: Staff