Basil allows you to quickly import your client list using a provided CSV template. This is ideal for transferring client data from existing files or other tax software to the 'People' tab in Basil.
Only the Account Owner has the necessary permissions to import clients. Click your icon at the top-right of Basil and select ‘Import Clients’. On the next page, you will find instructions and a link to download the template .CSV file.
Open the downloaded CSV template. Enter your client information into the corresponding columns. Using the template ensures that your data is formatted correctly for import. The template includes columns for name, address, contact information, etc.
Save the completed CSV file to your computer. Return to the import page in Basil and upload the file.
Please Note: Do not save the CSV file as an XLS or XLSX file while working on it. The CSV needs to remain in its original state in order for it to successfully import your clients. Saving it as an Excel document and then resaving as a CSV will break the template and your import will not succeed.
After uploading, Basil will display any errors that occurred during the import. Check the error messages to identify and correct any issues in your CSV file. If you need further assistance, please contact Basil Support.
If the upload is successful, your newly added clients will appear in the ‘People’ tab of Basil.