One client per row, with a header row. Only name is required.
| Column | What to put in it |
|---|---|
| name | The client's name (required) |
| kind | company, business_name, incorporated_trustees, partnership, individual, public_sector or other |
| status | prospect, active, inactive or ceased |
| rc_no, tin, vat_registered | Registration numbers; vat_registered is yes or no |
| industry, email, phone, address, city, state, group | Details and the group the client belongs to |
| year_end | The financial year end, MM-DD (for example 12-31) |
| partner_email, manager_email | The email addresses of people in the firm |
| services | Service codes separated by semicolons (for example VAT;WHT;CIT) |
| responsible_email, reviewer_email | Who is responsible for and reviews the services imported |
| start_date | When the services start (YYYY-MM-DD); today if empty |