Import clients or contacts

Firm owners, admins, and employees with import access use this guide to bring many clients or contacts in from a spreadsheet. If Import is missing from the action bar, see Permissions and Visibility.

The flow differs by tab. Individual and Business upload the file and process in the background. CRM previews each row so you can start, stop, or skip during processing.

Before you start

Confirm you are on Individual, Business, or CRM. The Groups tab does not support import.
Have the right sample file for the tab. Each tab has its own.
Save the file as .xlsx or .xls, up to 10 MB.

Prepare the spreadsheet

Open Import, select Download sample file, and start from that file. The sample workbook has three rows above the data: a notes row, a row marking each column Required or Optional, and the header row. Add your rows below.

The required columns depend on the tab:

Individual: Sr. No., Client Type, Last Name, Email, Phone Number, Marital Status, Account Manager.
Business: Sr. No., Client Type, Business Name, Email, Account Manager.
CRM: Sr. No., Client Type, Last Name, Email.

The Business sample workbook also includes Shareholders and Directors sheets. Link a shareholder or director row to a client by entering the main row’s Sr. No. in the sub-row’s Main Sr.no. column.

Dates use the format YYYY-MM-DD. Account Manager, Assistant, Bookkeeper, and Communicator must each contain an existing Employee Code, not an employee name.

Add new or update existing

By default, every row in the spreadsheet creates a new record. To update an existing record, the row needs a match key:

On Individual and Business, the import matches on an ID column or a Client Code column. If a row has either, the import updates the matching client. If both are present and point to different clients, ID wins.
On CRM, the import matches only on an ID column. Client Code does not drive matching on this tab.
If a row’s Client Code matches an existing client but the row’s Contact Code does not match that client’s contact, the row fails with a conflict error.

The sample files do not include the ID column. To update existing records, add an ID column to your spreadsheet and fill it with the values you exported earlier from the same tab.

Import on Individual or Business

Open Individual or Business.
Select Import.
Select Download sample file if you do not have it yet.
Use Browse or drag your file into the upload area.
Select Upload.

Assisterp shows a green confirmation that the import is processing in the background. Select Click here in the confirmation to open the import progress page. You can close the modal at any time; processing continues until it finishes.

Import on CRM

Open CRM.
Select Import.
Select Download sample file if you do not have it yet.
Use Browse or drag your file into the upload area. Assisterp loads the rows into a preview table.
Select the rows you want to process. Use the header checkbox to select all.
Select Start.

Each row turns green when a contact is created, yellow when an existing contact is updated, blue when there is no change, or red when the row fails. The footer counters show Total, Selected, Success, Fail, Creates, Updates, and No Change.

While the run is in progress, select Stop to pause processing, Skip to bypass the current failed row and continue, and Finish when you are done. A failed row shows its error message in the Error column, so you can copy the message, fix the row in your spreadsheet, and re-import.

Track progress and fix errors

The Click here link on the Individual and Business confirmation opens Imports > Sheets. The left panel lists past import batches. The right side has tabs for All Records, New, Success, In Progress, and Errors.

Open the Errors tab to deal with rows that failed. Select Export Errors to download the failed rows with their error messages. Select Edit Errors to fix values inline, then Save & Re-import to retry the corrected rows. The Refresh action re-checks the import status.

Troubleshooting

The file is rejected: confirm it is .xlsx or .xls and under 10 MB.
A row failed with a contact code conflict: the row’s Client Code matches an existing client whose Contact Code is different. Fix one of the codes, then re-import.
An assigned member was not found: the Account Manager, Assistant, Bookkeeper, or Communicator column must contain an existing Employee Code, not an employee name.