Using Client Import Templates and Exports

The Clients directory provides templates and exports for working with account and contact data.

Prepare imports

Accounts offers the account template, and Contacts offers the contact template. Download the current template from the relevant tab and preserve its required structure. Prepare accounts before contacts when the contact data needs to reference those accounts.

Review names, email addresses, and account relationships before importing. Search existing records to avoid duplicates. Use the supported import workflow and its validation results; downloading a template alone does not upload or create records.

Export records

Open Accounts or Contacts.
Set the intended search and filters.
Use Export where available and permitted.
Choose an offered format and inspect the output for the correct records and columns.

Check the outcome

After an import, verify several accounts and their contact relationships before relying on the data for cases or invitations. An imported contact record should not be treated as proof of login setup. Export only the information needed and use approved channels for sharing client contact details.