How to Import Clients

CSV available (not shown) columns in the dataset:
processedDate, billing.city, billing.postcode, Billing address, Date Of Birth, Verification level, Comments, State, First transaction date, Meta, Company fee group, allowToCreateAsset, Last login date, lifestyle.smoking, lifestyle.drinking, lifestyle.hasChildren, lifestyle.wantsChildren, lifestyle.lookingFor, lifestyle.relationshipStatus, lifestyle.interests.0–3, height, educationLevel, religion, Last password change date, Created at, Updated at, UID, External ID, Additional phone, AffiliateID, billing.region, Passport, agreements.*, bio, Registration IP, tradingGroups.0, Registration origin.

File Format:Field CSV Only – Ensure the file is saved in CSV format before uploading. 

Important: For project and desk, you must specify their ID values.

Column Descriptions:

1. ID (Required): A unique identifierDescriptions for eachClient clientImport:

• firstName (Required): Client's first name.
• lastName (Optional): Client's last name.
• email (Required): Client's email address (must be unique).
• projectusername (Required)Optional): TheClient's IDusername of(auto-generated theif project the client is associated with.omitted).
• deskmiddleName (Required)Optional): TheClient's IDmiddle of the desk assigned to the client.name.
• activelastName (Required)Optional): IndicatesClient's whetherlast thename.
client

Default active.Values for Missing Fields:

• project: default
• typedesk: (Required): The type of client account.default
• createdtype: (Required):personal
The

Note: Only firstName and time when the client account was created.

Note: Only firstName and email are mandatory; all other fields will be assigned default values if not provided.

1. 1. Click “Import”:
   Navigate“Import”

   to
Clients

In the top-upper‐right corner of the Clients list,page, click theon Import button. .

2. 2. Review the Import Requirements:
   Requirements

A modal window appears titled ““Wants to import clients?””.

Requirements overlaytypically include:

• File format: CSV only

• User limit: No more than 5000 records per file

• Security restrictions: No scripts, macros, or executable content

• Formatting: Must adhere to the screen.
  File format must be CSV only—no Excel, Word, or plain-text files.
  User limit: up to 5 000 records per file; larger files are rejected.
  Security restrictions: the CSV must contain no macros, scripts, or executables.
  Formatting requirements: columns must match the system’CRM’s schemarequired (seefield the file format documentation link in the modal).
  Scroll within the modal to read every bullet point and confirm your file complies.structure

3. 3. Attach Your CSV File:
   File

Click the Attach file button at the bottom of the modal.
In your file picker, locate and select the preparedCSV CSV.
Thefile modal will displayfrom your file name once attached—double-check it’s the correct file.
Hit Upload to begin processing.computer.

4. 4. Wait for the Import to Complete:
   AfterComplete

   confirming,

The system uploads and processes your CSV.

While importing, the systemCRM willmay showdisplay a briefstatus “Processing…” status.
Do not refresh or close the browser; you can navigate elsewhere in the app while it runs.
Larger files (thousands of rows) may take a minute or two—be patient.message.

5. 5. Check the Notification:
   Notification

Once complete, open the Notificationsimport bell icon in the header.
Look for messages like “Client(s) imported successfully — 828 clients were imported”.
If errors occurred, you’ll receive an “Import failed” alert withfinishes, a linkNotification towill downloadappear.

 details—fix

The notification confirms that your clients have been imported successfully.

Troubleshooting & Best Practices

1. Row-level errors: Download the error report (if offered) to see which lines failed.
2. Incremental updates: To update existing clients, include their ID or email. Fields you omit will remain unchanged.
3. Split large imports: If you exceed 5 000 rows, break into multiple files by alphabetical or date chunks.
4. Validate locally: Run a quick script or spreadsheet validation on your CSV to catch formatting issues before upload.

The Import tool empowers you to manage client records at scale—with minimal clicks and zero manual typing. Once your CSV is validated, you’ll have new or updated client profiles in seconds, freeing your team to focus on high-value work (onboarding calls, KYC checks, relationship building). If you need further details on field mappings or sample templates, see the file format documentation linked in the import modal.