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.

We recommend starting with our template you can download below:

The spreadsheet Column Names must match the PreciseFP field's Classification. Classifications can be found in the dataset.

Data for Individual or Co-Client enabled pages can be imported; whereas Household information 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 'Prospect' or 'Client' and whether or not you've included co-clients on your spreadsheet. If co-clients are included, verify the columns used to identify Household, Client, and Co-Client:

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

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, Create in bulk, XLS Import, CSV Import, Create from CSV, Create from XLS