Bulk import clients
Upload CSV/XLSX, paste from a spreadsheet, or start from a common export preset. Map columns, fix gaps, then push into your firm dashboard. Sign in first.
Sample files
Download a sample to see the columns we read, or to try the importer. All data in them is made up.
1. Source
2. Column mapping
Auto-detected from headers. Adjust anything that looks wrong.
3. Preview before import
Nothing is saved until you click Import. Rows with problems are listed below the table and are not imported until fixed.
Fill missing state, entity type, or formation month inline. Duplicates (same name+states) are skipped by default.
Tips for 100 clients in minutes
- Export a CSV from QuickBooks, TaxDome, Karbon or Drake (XLSX also works) and upload it here. This reads the exported file; it is not a live connection to those tools. QuickBooks report title rows and footers are skipped for you.
- Pick the matching preset so columns map automatically, then check the mapping.
- Individual (1040) clients are flagged and not imported, because Ordexly tracks business deadlines. Change the type if a row is really a business.
- Add a formation month for states whose annual report is due in the month you formed (for example WA).
- Import, then open App to copy feed subscribe links.