A Quick Overview of clients, contacts, and client groups
As you prepare to import, it is important to understand what you are importing. You will import both CLIENTS and CONTACTS
Clients
Clients are the businesses and entities for which you are completing work.
Heads-up!
We have two types of clients in Canopy: Individual and Business
Individual Clients are based on filing status (i.e., single, married filing jointly, married filing separately, head of household, etc)
Business Clients are all other clients (i.e., non-profit, LLC, S-Corp, Trust, etc.)
Client information includes the type and status of the client, external IDs or EINs, any referral information, and any custom fields or tags you use in your firm.
For any businesses, you will include additional information including a business email, phone number, and address.
Contacts
Contacts are the people associated with each client. Contact information will include emails, phone numbers, addresses, birthdays, social security numbers, etc.
A few things to note as you prepare to import your clients and contacts:
To ensure you don’t create unwanted duplicates you want to make sure
- You include as much detail as possible
- When entering information into your spreadsheet, you want to ensure you double check to make sure things remain consistent. Misspellings or incorrect information could lead to unwanted mistakes or duplicates.
Client Groups
You can also create client groups during your import process. You will only need a name for your client groups. Keep in mind that a client can only be a part of one client group.
Let's take a look at an example of how you could organize your clients, contacts and client groups: