Sometimes you want to import client information outside our default fields like name, contact information, and address. You may want to import other client information like:
Entity Type
DoB
Client ID
Marketing Source
Contract Start Date
Apps they use
Client Type
etc.
How to import custom client information
1) Select or create a fake client and add the custom fields you want to import to the "About" section of that fake client's profile.
2) Add the custom fields to the CSV Import template for importing your clients.
3) Importing the CSV Template with the custom fields
How to update the custom fields for clients already in Financial Cents
If you have already imported your clients but want to add the custom client information, you can:
Import the same CSV template again with the new custom client information.
Or you can export your client list from Financial Cents, add the custom field information, and then import that list back into Financial Cents.
This will not duplicate your clients. It will only update your existing clients with these new fields. However, the client names match exactly to prevent the clients from duplicating.