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).

Examples:

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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