How to Bulk Import Clients
When you have multiple clients and you want to add their businesses on ClearTax GST software for billing & return filing, you can use the ‘Bulk Import Clients’ feature. This feature will allow you to add all your clients’ businesses on your dashboard, in one go. Let’s see how it is done:
Step 1: Go to ‘All Businesses Dashboard’ and click on ‘Import Clients’.
Step 2: You will be taken to Import Client Master Screen. Here you can browse the file where you have saved your client’s business details such as name of the business, GSTIN, email address etc.
Note: Click on ‘Download Sample’ to download an excel file.
Step 3: Open the excel sheet. Click on ‘Enable Editing’ to edit the details.
Step 4: Refer to Sheet 2 which will show field names along with their description and other details such as whether the field is mandatory or not, field specification etc.
Step 5: Use the guideline and enter the details of your clients. Then, save the file.
What to do if your client has multiple GSTINs?
Let’s understand this with an example:
If a client has 5 GSTINs registered under the same business name and PAN, you can add 5 rows. Make sure the business name, PAN and email id is same in all 5 rows and then enter the respective GSTIN. You can save the file now. The software will create 5 GSTINs under one Client account.
Step 6: Come back to ClearTax Screen & browse the file. You will see a message of success. Click on ‘More’> Client Master.
Step 7: You will see a list of all the clients added.
Note: Click on ‘Import Clients’ to bulk import more client details.
Once clients have been added, click on the ‘Dashboard Tab’, and then click on ‘Back to All Business Clients’.
On the dashboard, you will see all business entities created. Select any entity and click on ‘Work on This’ to create bills or file returns.