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Client Hub / Create client records in bulk
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Create client records in bulk

Article applies to:

  • ShareFile Employee users

ShareFile Admins and Employees can create multiple client records and their primary contacts at once within the client hub by uploading a populated data template. This workflow saves time when you need to set up multiple clients at the same time.

Prerequisites:

  • Employee user must have acess to the client hub.

  • Employee user must have the necessary permissions to create or manage clients.

  • A spreadsheet application (such as Microsoft Excel) to edit the downloadable template

To create bulk clients:

  1. Navigate to the client hub: From the main ShareFile dashboard, select client hub from the left-hand navigation menu.

  2. Initiate the import: Click the Create client button in the top right corner and select Import from Excel file from the dropdown menu.

  3. Choose the import type: Select whether you're importing Individuals or Companies.

    Note:

    Use the provided templates (company-client-import-template.xlsx for companies, individual-client-import-template.xlsx for individuals) to ensure your data imports correctly. You can import up to 100 clients per file.

  4. Prepare your data:

    1. Download the appropriate template and open it in Excel
    2. Fill in your client information using the template structure. Required columns typically include: Client Name (for Company type), Client Type (Individual or Company), Contact First/Last Name, and Contact Email

  5. Upload the file: In the ShareFile interface, click Browse to select your file or drag and drop it into the designated area.

  6. Map your data: Click Next to proceed to the mapping step.

    1. Column header row: Specify which row contains your headers (usually row 1)
    2. Column mapping: Ensure the ShareFile fields (such as Client name and Client type) match the correct columns from your Excel file

    Note:

    If you're using the official ShareFile template, the mappings should align automatically.

  7. Review and import: Click Next to go to the review step.

    1. Verify that the client names, types, and contact details appear correctly in the preview
    2. Click Import when everything looks accurate

  8. Confirm success: A progress indicator appears while the import processes. Once complete, you'll see a list of successfully imported clients.

    1. Click Close to return to the client hub
    2. Click View to open a specific client record

  9. Configure your clients: Navigate to each newly created client to assign team members, set up Projects, Tax engagements, or connect files and folders.