Import multiple clients with MTD details using the CSV template.

Preparing Your Import File

1. Navigate to Settings > Import > Client Import
2. Download the latest Client Import Template
3. Open in Excel or Google Sheets

MTD Columns in Template

The template includes these MTD-specific columns:

MTD Qualifying Year

• Enter: 2026/27, 2027/28, or 2028/29
• Leave blank for non-MTD clients

MTD Quarterly Filing Period End

• Enter date in format: DD/MM/YYYY
• Used for task generation

MTD Quarterly Filing Next Due

• Enter date in format: DD/MM/YYYY
• Used for task deadline calculation

Next MTD Final Declaration Return Due

• Enter date in format: DD/MM/YYYY
• Used for task generation

Import Rules

• Client Type must be "Self-Assessment" for MTD services
• MTD Qualifying Year must be set if enabling MTD services
• Cannot enable both MTD services and Self-Assessment service
• Dates must be valid and in correct format
• Fee amounts must be numeric (no currency symbols)

Importing the File

1. Complete all required fields in template
2. Save file as CSV format
3. Navigate to Settings > Import > Client Import
4. Click Choose File and select your CSV
5. Click Upload
6. Review import summary showing: 
   • Successful imports
   • Failed imports with error messages
7. Fix any errors and re-import failed records

Post-Import Actions

After successful import:

1. Review client files to confirm MTD details
2. Check that tasks were auto-generated (if dates provided)
3. Verify staff assignments
4. Test email templates with sample clients