🧾 How to Set Up and Import Client Accounts and Client Contacts in Client Hub
Last Updated: July 2026
Client Hub streamlines the process of managing client information by allowing you to set up and import client accounts efficiently.
1️⃣ 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.
✅ Before You Import Clients
Before importing clients, take a few minutes to confirm your Client Hub setup is configured the way you want it. This helps ensure new client workspaces are created with the correct structure and information.
✔ Customize Client and Contact Fields
- Navigate to Setup & Settings in the left menu.
- Under Client Setup, select Client Fields to add or modify fields for client organizations.
- Select Contact Fields to customize fields for individual contacts.
Note: You can define field types such as Text, Number, or Select (dropdown with preset options). You can also reorder any field by dragging the grab handle to the left of its name — this updates the order everywhere that field appears, including on Client Details, on Contact records, and in the corresponding Clients or Contacts Dashboard columns. See How to Reorder Columns in the Clients and Contacts Dashboards for details.
✔ Set Up Your Default Folder Structure (If Applicable)
If you plan to use a standard folder structure for client workspaces, configure your default folders before importing clients. This ensures that each newly created client workspace will automatically include the desired folder layout.
Taking these steps first helps avoid the need to manually update client workspaces after they have already been created.
📂 How to Set Up a Default Folder Structure
3️⃣ 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.
Sample Client & Contact Import Worksheet
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.
⏱️ Note: Depending on the volume of clients being imported and current server availability, it may take some time for all client workspaces to appear in the "Clients and Workspaces" area. If it has been a significant amount of time and the workspaces have not appeared, please reach out to support using the in-app help.
💡 Tip: If you are importing a very large number of clients, it may help to:
- Test the process first by importing 2–3 clients.
- Import the remaining clients afterward.
- Split very large lists into smaller import batches.
This approach can help ensure your data is formatted correctly and may make large imports easier to process.
5️⃣ 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.
Article 151 — 🌟Using the Setup & Settings Page in Client Hub
Last Updated: July 2026
The Setup & Settings page is the place to go when you're first getting started with Client Hub. Taking a few minutes here ensures your account is customized for your firm and ready for everyday use.
🧭 Where to Find Key Settings
The Setup & Settings page includes configuration options for your firm, but some administrative settings are located in a separate section.
- Setup & Settings — Used for configuring workspace behavior, defaults, integrations, and imports
- Manage Practice — Used for managing Firm Users, roles, permissions, and subscription details
What you can do in Setup & Settings
Customize your experience
Add your firm details, upload your logo, and set defaults so your workspace feels familiar and professional.
Set account defaults
Configure client workspace preferences, file manager default folders, manage uncategorized transaction workflow settings (including account selection visibility), and build your tag library to streamline how your team works. You can also reorder Client and Contact fields to control the column order on your Clients and Contacts Dashboards.
Manage integrations
Connect Client Hub with your existing tools (such as QuickBooks, Xero, Anchor) as well as your email, so transactions, attachments, and communications stay in sync across systems.
Import clients and contacts
Quickly upload your existing client list to save time and get everyone connected to the portal right away.
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Why it matters
A quick review of these options will save you time later, reduce manual steps, and give your team a smoother start in Client Hub.