Client (or Prospect) Import

NOTE: This article refers to the Import Template supported in AV 2013.2 and earlier.  While it continues to be available in later versions of AcctVantage, the Import Wizard is now preferred for imports of this type.

Client records can be entered manually via the Sales ➤ Clients screen or imported using the provided template. When creating a new Client record, the following items are required:

  • Client Name
  • Client Number
  • Phone Number
  • Zip Code
  • Relation (Client or Prospect)
    • Note: If there is a Default Client Relation entered in System Setup ➤ A/R & A/P, the Relation column is not required on the Import Template. AcctVantage will populate the Client Relation field for each imported Client/Prospect with the Default Client Relation.

The following items will be assigned by default, and can be overridden if desired:

  • A/R GL Account Name & Code: This is the “Master” Accounts Receivable account for the Client AR activity. You do not need to create a sub-account; AcctVantage does that automatically. Override the AR Account if desired.
  • Deposits GL Account Name & Code: This is the “Master” Client Deposits liability account for Client pre-payments. You do not need to create a sub-account; AcctVantage does that automatically. Override the Deposits account if desired.

*There are many available fields for tracking of Client information that can be entered during Client setup or at any time in the future.

Before you begin:

1. Prepare the Client/Prospect Import Template.

2. Open the Client Window.

Open the Client Window.

3. Import the Client/Prospect template.

Import the Client/Prospect template.

4. Select the Import Template.

Select the Import Template.

5. Importing Complete.

Importing Complete.