Help centre / Importing your clients

Importing your clients

One Excel workbook brings in clients, staff, signatories and your firm's details.

In the workspace: Clients → Import

1. Go to Clients, then Import, and download the template.
2. Fill in the Staff sheet first: their names fill the owner list on the Clients sheet.
3. Fill in one row per client on the Clients sheet. Blank means not applicable — a blank TAN means no TDS filings.
4. State tax_audit, transfer_pricing and each GSTIN's gst_filing for every client. These turn on facts only your firm knows; Sakshra never guesses them.
5. Upload the workbook. Every row is checked and every problem is shown with its sheet and row. Nothing is saved until the whole file is right, and then it is imported all at once.

Staff in the workbook are added as invited; no email goes to them until you press Send invitation in Settings.

Next: The compliance board