Start importing clients in bulk

To help save you time, we’ve launched a bulk client importer tool, offering you an easier way to add multiple clients to your Practice Dashboard.

Using this tool allows you to skip the usual client account setup stage, so your clients can start using FreeAgent immediately after they have been imported. This is especially useful for creating all of your RBS, NatWest or non-MTD compliant clients in one go.

To get started, simply log in to your dashboard, click the ‘CSV imports’ tab at the top, choose ‘Clients’ to visit the ‘Client imports’ page and download the XLS template. You can then fill in your clients’ details, save this file as a CSV and upload it to FreeAgent.

All the instructions are available on the ‘Client imports’ page, and your account manager will be happy to provide additional guidance on how to upload a client list in bulk.