ClientView: Uploading Households in Bulk

ClientView: Uploading Households in Bulk

Households in ClientView are used as a representation of a consolidated group of Accounts for reporting. They are also referred to as a group, family, or Client ID. Can also be related to as a portfolio.

You will need to have a CSV spreadsheet with at least 2 columns in the respective order:

  1. Client ID/Household Name
  2. Account ID/ Account Number

(You will want to have the same account id/numbers from your portfolio management system if you are planning to import in account information from your portfolio management system into ClientView).


Smith Family, 123456789

John Smith, A2C4D

  1. Log into your ClientView portal as an administrator.
  2. Navigate to Data > Households.

  3. Navigate to Actions.

  4. Click on Upload New Mapping File.

Under Data > Households, the new households should now appear with the account ids/numbers supplied from the spreadsheet.

(Example: Smith Family)

(Clicking on the triangle allows you to view the details of the household.)

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