The quickest way to get your client into Engager is to use the client import tool in the settings.
In this video we look at how to use the Import tool.
Our number one top tip is to use it once, make sure all your data is on the import template before you import it to prevent risks of import errors
Following these steps is going to be crucial to you and getting everything firing on all cylinders - you’ve set the foundations, now let’s get your clients in and using Engager for the first time.
Quick heads up - DO NOT PANIC - if you’ve already jumped AHEAD of the 10 steps and got your automated emails set up, the system will not randomly fire out 100s of email reminders to your clients once they’ve been imported - the emails will trigger, but they will be safely stored in the Automated
PRE-CHECKS *please please please read*
To have the smoothest possible import-experience, please ensure you note the following - this is based on experiences from existing customers:
- Company Number for LTDs / Charities - make sure you include this in your import. Although it's technically not a mandatory field in the Import sheet, if you do import without the company number, the Companies House function and sync will not work
- Duplicate Emails - If you have a duplicate email in the LTD section AND the Directors / Individuals name, please remove from the LTD. The system will reject use of a duplicate email however, we try to match and link the details anyway so it's not an issue. Read here for more info
- Shared emails - it's better to remove these and correct once the data is in Engager - you can do this with 'related individuals' and 'related businesses'
- Mirror Image - the biggie - do not Import your data if you have skipped the getting started guide!
The simplest way to think of the import is that your Engager account must match your previous system - we don't know the name of your checklists or what's included, we don't know your staff or what steps you're currently on in your Year End stage. We might not even have a Home (field) for your new data to land, so don't do it - don't jump ahead as you'll be frustrated when things don't go smoothly.
Ready?
We’ve created a Client List for you to use as a template - it shows exactly what we’re looking for and what CAN actually be imported, so let’s begin
We’ve created a Client List for you to use as a template - it shows exactly what we’re looking for and what CAN actually be imported, so let’s begin
Head to Settings - Client Data - Import Client - Generate Import form
We've expanded on what can now be imported so you'll see that you can now bring through Services, Custom Fields etc- super handy!
Start selecting which fields are important to you to move over into Engager. 
If you select the chevrons, you'll see even more detail that will be included on your excel sheet to import on over.
Once you've generated the Import Form, you'll see every item that you can move into Engager. We've colour coded essential, mandatory fields in RED to make it easier and more obvious for you to use.
We've also included handy drop downs for you to use
Please note that we are mirroring your Engager account set up at this stage, so if you have a vast number of fields / phases and jobs assigned to etc, it's all going to appear in your Import Form ready to be updated.
We've worked on the Import tool so that you can import your clients, the custom fields, the workflows, the service details and deadline, everything for you to hit the ground running with your new Engager account
So, spend a bit of time with the import the Import tool, as it will save hours overall and make for a much smoother experience overall
If you miss any services off of the import, don't worry, we can get these turned on in the Bulk Edit tool
VITAL INFORMATN BEFORE IMPORTING
- Ensure that the company number is included on the import, otherwise you will need to manually sync your records to companies house
Bulk Enabling
Realistically for your LTDs, you’re going to be doing Year End, CS01, VAT and Self Assessments - let’s get these enabled asap
So, let’s start with the Year End service
In the Client screen, filter to the LTDs by locating Filters then locating - TYPE
Select Limited Company which will then filter just your Limited Company clients
