In this article you'll find some of the most common errors when bulk uploading the client information in My Admin.
When adding your client information to the template file provided, please refer to the 'available fields' section to better understand the template.
My Admin > My Firm > Clients > Import clients
Common formatting issues:
- When adding any number onto the template that begins with a 0, ensure the column has been formatted so that it will acknowledge the digit. This error usually occurs when entering the information for the following columns: phone number, comp registration number, UTR number and VAT registration number
- Make sure each field is formatted to have the correct number of figures, for example:
Phone number - 11 digits
Account Office Ref Number - 13 digits
PAYE Ref No. - 123/4567890
- When adding information into the template, please ensure there is no extra space before or after a word.
-Please ensure no information includes a comma.
For example Flat 1, Yorkshire Lane. Should be formatted as Flat 1 Yorkshire Lane.
Book start date / Business start date - Usually both of these will be the same. These will be different for cases when a client has started a business but hasn't started trading