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. 



 Step 2: Now click on Re-Import Client. 


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



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



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



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.



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


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