Update practice codes for multiple client accounts in bulk.
Important: Managing Practice codes is only available for accountants and bookkeepers on the Practice Advanced plan.
To do this, upload a CSV listing the CRNs of all your clients in Dext, alongside the practice code for each of those clients.
We will then match the CRNs and Practice codes in the uploaded CSV to your clients in your Dext account, and automatically update the Practice Code field.
How to Bulk Upload Practice Code
First, export your client list in Dext. This will provide you with a CSV of your clients’ names and their CRNs. See this article for how to export your client list as a CSV.
Once you have exported your client list:
Open the CSV, and you will see a third column called Practice Code.
Fill in the practice code for each client.
When the CSV is ready, go to Clients in the sidebar of your Dext account.
Click the Actions button at the top of the page, then Upload Practice Codes and upload the CSV to Prepare.
The Practice Code field will then be automatically updated.
