In this article you'll find some of the most common errors when bulk uploading the client information in My Admin.
Note:
When adding your client information to the template file provided, please refer to the 'available fields' section to better understand the template.
Location:
My Admin > My Firm > Clients > Import clients
Help Guide:
Common formatting issues:
- When adding any number onto the template that begins with a 0, ensure the column has been formatted so that it will acknowledge the digit. This error usually occurs when entering the information for the following columns: phone number, comp registration number, UTR number and VAT registration number
- Make sure each field is formatted to have the correct number of figures, for example:
Phone number - 11 digits
Account Office Ref Number - 13 digits
PAYE Ref No. - 123/4567890
- When adding information into the template, please ensure there is no extra space before or after a word.
-Please ensure no information includes a comma.
For example Flat 1, Yorkshire Lane. Should be formatted as Flat 1 Yorkshire Lane.
Click here to watch how to format the CSV Client Import file
General points to look out for:
- Ensure the mandatory fields have been updated:
Client ID, Client Type, Company Name
- Make sure each client has a unique Client ID
- In order for the system to pick up the client type, you must ensure they've been entered exactly as stated in 'available fields':
Limited, Sole Trader, Individual, Partnership, LLP
-If no information for a limited company is added into the VAT Type. this will auto assume the client uses the Accrual Based scheme. Please select between the following
Accrual Based,
Non-VAT Registered,
Flat Rate Accrual Based,
Cash Based Normal Scheme,
Flat Rate Cash Based
Clarification points:
Book start date / Business start date - Usually both of these will be the same. These will be different for cases when a client has started a business but hasn't started trading