Import clients from a CSV

Export your clients as a CSV file from your current software or spreadsheet. You can import up to 5,000 clients per file.

1. 1In Practice Manager, choose Import clients.
2. 2Upload: drop your CSV onto Drop your CSV here, or choose the file.
3. 3Map columns: check each Your column is matched to the right Octotax field. Use Save mapping to reuse it next time, or Load template… to apply a saved one.
4. 4Under Import as, choose Active clients, or Prospects (run onboarding) if they still need to sign an engagement letter and complete AML.
5. 5Tick Enrich from Companies House to fill in company details from the public register, then choose Review import.
6. 6Review: see how many rows are New clients, Updated, Unchanged and Skipped, and fix anything flagged. The Companies House check marks numbers that aren't found, companies that are dissolved, and names that differ from the register. Choose Re-check Companies House after editing.
7. 7Choose Import (the button shows how many clients) to finish.

If something looks wrong

On the Import complete screen, Undo this import removes the clients it created and reverts the ones it updated. Import another file starts again.

Rows with no client name or company number are skipped. Rows that match a client you already have are shown as Updated rather than added twice.