[Advisor] Bulk Importing Clients
Depending on the settings your Enterprise firm has established, please note that you may not see the ability to import clients in your account! If this is the case, we recommend reaching out to your Home Office for more details and options.
If you have a long list of existing clients that you need to get set up on AdvicePay quickly, this feature will make life easier with a single .csv file upload.
The Bulk Import template will provide fields to be completed based on your firm and what features are being utilized in AdvicePay. It'll also be able to check if engagements, deliverables, and subscriptions are active for clients and if they already exist in AdvicePay.
1. Begin by visiting Clients in your sidebar. Click the Import button:
2. Download our .CSV template by clicking on the blue link. This template includes all custom properties and SSO fields for the firm based on the settings and what is being utilized.
3. Enter your client's information for the required and if needed,any optional fields:
- First Name (required)
- Last Name (required)
- Display Name (optional)
- Email (required)
- Advisor Email (required-this email must be associated with the advisor's existing AdvicePay account).
- Client ID (optional)
- Advisor Outreach (optional)
- Client Attributes on the account (required)
Optional: If you'd like a different name to appear on invoices (a business name or both names of a couple), enter that under Display Name. You can also enter an internal Client ID. Note that the client ID will only be visible if the firm has the client external ID change setting enabled.
4. Save your finished file in the CSV format. If you're using Windows, you may need to save your file as a .txt.
5. Drag and drop (or click) to upload the file to AdvicePay. When successful, you'll receive a confirmation, along with the number of client records we detected.
Receiving a formatting error, please double-check that all of your required fields are filled out in the format and that all Advisor emails currently exist in your account.
6. Click Review & Import
7. On the Review screen, you can verify that your import looks accurate before adding clients to your account.
If you decide you don't want a particular client imported, uncheck the box to the left of their name:
8. Finally, click Import Selected to complete your bulk client import:
Please note: Standard advisors cannot add clients and assign them to other advisors in the firm.
When imported, any clients associated with other firm advisors on the CSV file will automatically be assigned to the Standard advisor. The Account Owner can add and assign clients to Advisors. Read-only advisors cannot import clients.