🧾 How to Set Up and Import Client Accounts in Client Hub

Client Hub streamlines the process of managing client information by allowing you to set up and import client accounts efficiently.

1. Understand the Client Hub Data Model

Client Hub organizes data into two primary components:

Clients: Represents the organization-level information, such as the company's name and business type.
Contacts: Individuals associated with the client organization, including details like name, email, and phone number.

2. Customize Client and Contact Fields

Tailor the information you track by customizing fields:

Navigate to Setup & Settings in the left menu.
Under Client Setup, select Client Fields to add or modify fields for client organizations.
Similarly, choose Contact Fields to customize fields for individual contacts.

Note: You can define field types such as Text, Number, or Select (dropdown with preset options).

3. Prepare Your Import Files

Client Hub supports importing data via CSV files:

Client CSV File: Each row should represent a different client organization with relevant details.
Contact CSV File: Each row should represent an individual contact, including a "Client Company" field to associate the contact with the appropriate client.

Tip: Download the Sample Client & Contact Import Worksheet as an .xlxs file to your local computer to ensure correct formatting.

4. Import Clients and Contacts

To import your prepared CSV files:

Go to Setup & Settings > Add Clients > Import Clients.
Follow the prompts to upload your Client CSV file.
Repeat the process to upload your Contact CSV file.

Each imported client will have a workspace created in the "Clients and Workspaces" area.

5. Invite Clients to Their Workspace

After importing:

Navigate to the Client Details tab under the company name in the Client Workspace.
Click the Add Client User button.
Enter the user's name and email address, then click Invite Client User.

The client will receive a welcome email with a link to log in and set up their password.

By following these steps, you can efficiently set up and manage client accounts within Client Hub, ensuring a streamlined experience for both your team and your clients.