Re-importing Clients

Re-importing Clients

Introduction

This article will take you through the steps to re-import clients from your accounting software for further processing. This process helps to re-import client details from your accounting software and keep them updated like Fund Name, ABN and more. 

How to Re-Import

Step 1: Click on Clients > Manage Clients. 

clients-manage-clients

 Step 2: Now click on Re-Import Client. 

reimport-client

OR
Step 2: Click on three dot icon and select Re-import Client option.

reimport-client

Step 3: The Re-import process will get started and will be displayed on your screen.

reimporting-clients

Step 4: The re-import will be successful and you will receive a confirmation toast message on your screen.

client-reimported-successfully

Step 5: In some cases, you may need to reauthorize clients before re-importing if errors occur. You can click on Clients > Manage Clients > Re-Authorise to complete the authorisation process.

clients-manage-clients-reauthorise

Notes
Note: The Re-Import Client option will only appear if there have been changes or errors in client details.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.