Importing Clients and Contacts

How to use onkho's import tools to get started quickly. You can load your clients and see all of your work straight away!

Why import your clients?
How importing clients can get you started quickly. If you import your clients into onkho, you can see all of your workload as soon as you're done! ...
Mon, 5 Feb, 2018 at 10:55 AM
What goes into the Client import file?
A definition for each column in the Client file. Format The import file should be in the format of a comma separated or CSV file. You can order ...
Mon, 5 Feb, 2018 at 11:32 AM
Example: Import a company and its Directors using registration number only
How to set up a file with just the registration number and get the client set up quickly. This YouTube video shows you how to set up a limited compa...
Mon, 5 Feb, 2018 at 11:02 AM
FAQ: Can I change the order of columns in my import file?
Yes you can. But make sure you keep the column names correct.
Mon, 5 Feb, 2018 at 11:06 AM
FAQ: Can I delete the columns that I don't need or use in my import file?
Yes you can but check the file specification because some columns are mandatory i.e. they must be in every single file.
Mon, 5 Feb, 2018 at 11:07 AM
FAQ: Can I just import my Microsoft Excel or Google Sheets file?
Unfortunately not! Both Microsoft Excel and Google Sheets files contain a lot of other data and information that makes processing them complicated and e...
Mon, 5 Feb, 2018 at 11:09 AM
FAQ: What happens if I import the same file again?
When you import a file, we remember the UID of the client or contact we created. If we recognise the UID of a row as having been imported before, we wil...
Mon, 5 Feb, 2018 at 11:17 AM
FAQ: How do I link Clients and/or Contacts in my import file(s)?
We use UID to uniquely identify a Client or Contact. You can make the following links in an import file or even across import files as long as your UID ...
Mon, 5 Feb, 2018 at 11:20 AM
FAQ: How do I set the VAT schedule?
If you want onkho to automatically schedule the VAT jobs for you when you import your Client, you need to set the VATSchedule and VATAccountingPeriodStarts ...
Mon, 5 Feb, 2018 at 11:28 AM
FAQ: How do I set telephone numbers in international ("+") dialing code format?
If you're preparing your file in Microsoft Excel you'll need to put an apostrophe in front of the "+" to ensure that Microsoft Excel saves...
Mon, 5 Feb, 2018 at 11:31 AM