Adding more details or updating your customer's profile has never been this easy. Practice Ignition allows you to make changes to your client whether it's for a single entry or in bulk!
How do I do this?
To edit a client's details, go to Clients on the left panel. Search for the client you wish to edit in the Search bar, then click on the client's name to open the record.
Note: You can can also update your client's payment details on the Payments tab if you are using Practice Ignition Payments. Check out this article about Managing Client Payment Details for instructions on how to update the payment details.
Once you are in the client record, you can click the Edit Client button which will open a slider on the right hand side.
From here you can edit the client's details. To see the client's salutation, addressee, mobile, and phone number, click the Show Additional Fields link.
To edit the Business Company number, TFN, website and address details, go to the Company tab within the client.
To see the system details for the client or to change who they are mapped to in Xero, go to the System tab, then click Click to Load Contacts, then choose who you want to link to from the drop down menu.
For Xero Users, you will see this screen:
For QBO Users, you will see this screen:
When you have finished editing, remember to click Save Client at the top.
Editing Clients in Bulk
You can now make changes to your clients in bulk via CSV file.
The exact steps on how to do this:
1. Click the Export button to download the list on a spreadsheet. This will generate a CSV file that will be sent to your email. Download and open this file.
2. In the CSV file, you'll find that the Client ID and Contact ID columns are populated. Do not delete these columns as Practice Ignition needs to know what specific client's data we are updating.
3. Make changes to all of the relevant fields. To make it easier, you can delete the rows of clients that you will not be making changes to.
Once you've made the necessary changes, save the file, go to the Clients page in PI and click on Import Clients. You will get a slider from the right side - drag the CSV into the box provided to upload the file.
You are able to change most fields, except for these:
- Client ID
- Contact ID
- Created At
- Proposal List
- Xero ID
- XPM ID
- Quickbooks ID
- Payment Portal Link
- Notification Recipients
Please ensure you do not make changes to the above fields as you may likely encounter errors when uploading the CSV file!
Note: If you are on a Professional or Scale plan and have Xero connected, you'll have access to bulk update the Xero tracking categories as well in the last two columns.
4. Once you save the file and are happy with it, click Import Clients and drag and drop the CSV file in the slider which appears.
Once uploaded, click on Import Clients to start the import process, wait for it to complete, and you're done!