Importing Clients

Two paths:

1. Spreadsheet upload

Clients → Import. Accepts .csv, .txt, .xlsx, .xls. Required columns: First Name, Last Name. Optional columns are auto-mapped by header name (fuzzy match handles variants like "email_address", "DOB", "AUM", etc.).

Multi-line cells (quoted fields with newlines) are supported — you can paste rich meeting notes directly.

2. CRM sync

Settings → Integrations → CRM. Connect Orion, Wealthbox, or Redtail. A nightly cron at 04:00 UTC pulls new clients and updates existing ones.

Conflict resolution — the CRM is source of truth for name/email/phone; Abacus owns AUM, tags, and planning notes. Changes you make to a client's phone number will be overwritten on the next sync.