How to Upload Clients & Accounts in BillFin

If you don't have a connector for one of your custodians in BillFin to sync in your accounts, you can upload them instead. Follow the steps below to download our CSV template, fill it out, and upload it back to BillFin. This process can also be used to edit accounts in bulk.

**Please note that required columns must be fill out and are indicated with a "*" in the column header. All other columns are optional and can be deleted from upload if not used.

Download Template

- Navigate to the Clients page

- Click "Sync Clients & Accounts" or "Upload Clients & Accounts"

A slide out window will appear

- Click "Download The Template"

- Open the template in your downloads

Note: Client Template is attached at the bottom of this article.

Fill out Template

In the first two rows of the template, BillFin provides a header and description of the information you can include in each account row. If a header has a "*" next to it, this indicates that the field must be filled out for each account row. Please maintain the order of the columns provided. You may delete any columns that are not required. After filling out the template with your account information, save the file for uploading into BillFin.

*note: If you are uploading changes for accounts from an existing Schwab connector, remember to include two leading zeros next to each account before uploading as this is how we receive account data from Schwab. (example: "0012345678")

Here is a list of the columns:

- Client Name*

- Advisor Name

- Invoice Recipient Code

- Account Display Name*

- Account Invoice Name

- Account Portfolio Number*

- Custodian Number

- Custodian Name

- Payment Account Number

- Payment Institution

- Start Billing Date

Upload the Filled-Out Template

- Navigate to the Clients page

- Click "Sync Clients & Accounts" or "Upload Clients & Accounts"

A slide out window will appear

- Click "Upload Clients & Accounts"

- Browse to your file and upload it.

- Review & Apply changes at the bottom