Importing Clients into ClientView

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You can import client data into ClientView from a spreadsheet. This spreadsheet must be generated from the ClientView Template format that can be downloaded from within the platform.  The minimum amount of data needed for a successful import is the Unique ID and the Client Name. All other fields are optional and can be left blank. If you do not have a Unique ID for a client, you are required to create one and enter it into the spreadsheet for the client before importing the data.

Note: If, during the import into ClientView, the system recognizes a Unique ID that already exists in ClientView, ClientView will update the existing data in the system with the data from the spreadsheet.

Note: If, during the import into ClientView, the system does not find a matching Unique ID (which would be the most common situation, especially if you are doing an import for the first time), the system will import the data and create a client record in ClientView.

Exporting Client Data from Current System 

The current system for the client data is likely the practice management system.

The data that can be imported into ClientView is shown here:

Client Name, Entity Type, Unique ID, Address 1, Address 2, City, State, Zip, Company Email, Company Phone

Any other information that you may export from the current system cannot be imported from the spreadsheet into ClientView.

Exporting Client Data from Thomson Reuters' Practice CS

  1. Download this ClientView Export file.
  2. Open Practice CS.
    • Click on File > Import > Custom Formats.
    • Navigate to the file you downloaded.
  3. Make sure that the Entity IDs in Practice match the import specifications—see Entity Type section below.
  4. Export the report.
    • Go to File > Print Reports.
    • Select the report ClientView Export.
    • Put in a filter of Status - Is - Active to only include the active Clients.
    • Filter by Entity ID - is in the list (then pick all entities that are businesses).
    • Click Print Selected.
    • Make sure to click Output to file and select Excel and save to a location where it will be easy to find.

Downloading the ClientView Template

Next, download the ClientView Template. Do not change or add additional formatting to the columns, cells or sheet. Do not change the column heading labels.

The template contains sample data as well as three notes to follow:

  • Entity Types must match the options in all caps:
    • CCORP = C Corporation
    • SCORP = S Corporation
    • PARTNER = Partnership
    • INDIV = Individual
    • EXEMPT = Exempt Organization
    • ESTRUST = Estate or Trust
    • BENPLANS = Benefit Plans
    • GOV = Government
    • SPROP = Sole Proprietorship
    • LLCP = LLC Partnership
    • LLCSC = LLC S Corp
    • LLCSM = LLC Single Member
    • OTHER = Other (Non-person)
    • PRIFND = Private Foundation
    • UNSPEC = Unspecified
  • The Unique ID is required. It may contain letters, numbers, underscores and dashes.
  • For the State abbreviation, use the 2-letter abbreviation for the state. Do not use the full state name.

The minimum amount of data needed for a successful import is the Unique ID and the Client Name. All other fields are optional and can be left blank.

Transferring Client Data into the ClientView Template

After you've downloaded the ClientView Template, copy the firm's data from the spreadsheet you exported into the appropriate columns in the ClientView Template. If you did not export a spreadsheet, you can manually key information into the template if you like. 

Importing Data from the ClientView Template into ClientView

  1. Open the Clients page of ClientView.
  2. Click the Drop-down menu next to +Add Client and select Import Clients.Screen_Shot_2020-05-14_at_2.27.30_PM.png
  3. The Import Clients window will open.
  4. Drag and drop the populated ClientView Template spreadsheet into the window.
  5. Finally, click the Import Clients button to import the data.

You may choose to spot check your clients in ClientView to confirm that the proper data has been imported.

 

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