Where you’re not using Xero Practice Manager to setup your client list and groups, you can export and manipulate an Excel file from your old practice management software ready for import into AccountKit. The alternative is to go through and set them up manually within each entity in AccountKit
Please Note: This page is under revision due to ongoing changes to the manual import process.
Jump straight to the applicable section:
Steps required to import client info (excluding relationships)
In the people tool under the client tab go to the actions menu and click import clients from excel. Follow the on-screen instructions.