PreciseFP's bulk importer allows you to create or update up to 300 client/prospect accounts with up to 40 columns of data from a CSV/XLS file.

This template will include five required columns: First Name, Last Name, Email, Type, and Account. These are highlighted in red on the first row of the template.

Type will be whether the person listed on that line is the Client or CoClient, then Account will be their name(s) in one cell.

The spreadsheet Column Names must match the PreciseFP field's Classification. Classifications can be established or verified in the dataset:

Data for Individual (Co-Client enabled) pages can be imported via the template; whereas information on a Household page of the Dataset cannot.

Note: Calculated, Encrypted, Document Upload, and Image Upload elements cannot be mapped to the Bulk Import spreadsheet

To upload your spreadsheet to the Bulk Import feature, click on the "+" button located on the top right corner of your account list:

Click on the "Bulk Import" tab:

Upload your spreadsheet:

Once your spreadsheet is uploaded, you will need to verify the "columns" of your document are mapped to the proper fields. If a column does not look correct on this screen, you can use the dropdown to select the corresponding PreciseFP data point instead.

Select whether to create 'Prospect' or 'Client' Accounts and whether or not you've included co-clients on your spreadsheet. If co-clients are included, verify the columns used to identify Household (Account), Client, and Co-Client:

(Above image is visible only if clients and co-clients are being imported.)

Select whether you are creating new Accounts or updating existing ones:

A sample of the contacts found in your document will be shown below the field map:

Click 'Preview' at the bottom when you are ready to review what will be imported and how many, if any, will be skipped. Click 'Run import' to create these accounts:

Review your results and click 'Close' when done. Your new accounts should now appear in Accounts > All Accounts

Keywords: Bulk Import, Mass Import, Mass Create, Mass Update, Create in bulk, XLS Import, CSV Import, Create from CSV, Create from XLS