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PracticeWings
Client Management/Clients

Importing Clients via CSV

5 min readUpdated January 8, 2026
If you're migrating from another system, the CSV import lets you bring over hundreds of clients at once.

Preparing Your CSV

Download the sample template from Clients > Import to see the exact column names expected.

  • Required: client_name, entity_type, email.
  • Optional: phone, address_line1, city, state, zip, partner_email, preparer_email, client_number, star_rating, abc_rank.

Emails must be unique across your organization. Duplicate emails will be flagged during the preview step.

Running the Import

  1. Go to Clients > Import Clients.
  2. Upload your completed CSV file.
  3. Map any custom columns to PracticeWings fields.
  4. Review the preview — green rows are ready to import, yellow rows have warnings, red rows have errors.
  5. Fix errors in your CSV and re-upload, or skip problematic rows.
  6. Click Confirm Import.
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