Precision’s new Bulk Client Import feature will allow you to import all of your Xero clients at once. Configure the visibility and account managers in one shot to get up and running straight away.
What you need to know:
- Whilst you can add as many clients as you like this will be limited to the client bundle you have purchased from Dext.
- Larger clients will take longer and may slow up the import if mixed in with smaller clients. Would advise importing larger clients with a lot of accounting history separately.
Adding clients using Bulk Upload
Bulk Client Imports allows a user to select as many clients for import as they like within the Xero.
Step 1: Click on Add Client.
Step 2: When the user clicks Add Clients and chooses Xero, they’ll be taken to Xero and asked to log in as usual. Instead of selecting only one client, users can now select some or all of their Xero clients, by ticking the box next to each client that they want to import. They’ll be automatically returned to Precision as usual.
If the number of clients selected exceeds your team bundle limit, remove the clients that they don’t want to import.
Note: As mentioned above larger clients will take longer and may slow up the import if mixed in with smaller clients. Would advise importing larger clients with a lot of accounting history separately.
Step 3: The user can then edit the default visibility and set the account managers for each of the clients they’ve chosen for import in one shot, to speed up onboarding. (The screenshot below shows example for a single client but if using bulk upload all the clients will be displayed and here you can set visibility & Account Managers) Finally, when the user is ready to proceed with the import, the selected clients will be queued for import in batches of 5.
Once the import of the client is complete we will display a Health Score for that client. Your client is now ready for review.
Step 4: Click into the client to be taken to their Overview which will show the Clean Up Tools displaying the data quality and issues that need to be addressed.
Next Steps:
- Take a look at Workflow Templates to get started with creating a process and assigning workflows to your team members so they can start to work through tasks related to completing client jobs.