Importing clients from Albridge

In the Clients view, a More Options > Import Clients from Albridge option is available if:

• Clients are enabled for your firm
• Your firm is set to allow client import from Albridge
• You are an advisor, read-write assistant, or administrator

If the feature is available, you can use it to import clients from Albridge into the system. For each selected client, the import process creates a client in the system that is assigned to the advisor. Clients created using this feature are given the permission "May edit credentials and all account information". The process creates a status file that indicates for each selected client whether or not it was successfully created in the system.

Note: if your firm is set to require a FIRM_TAG field to have a value, clients will not be created and an error message will be produced.

Steps for importing clients from Albridge

1. In the Clients view, click More Actions and select Import Clients from Albridge.
2. Wait while the loading process completes.
3. If one or more Albridge clients (investors) are found that do not already exist in the system, you see them listed.
4. Select all or individual available investors by moving them to the selected clients list.
5. Select Import Clients then one of these options:
   • with a login - this option is available if all the clients that you individually select have email addresses or if you select the "All" option. Note that if you used the "All" option, only the clients that have an email address are actually imported; the rest are listed in the status file as "Failed to import because a required field has no data: EMAIL.
     When you used this option, the system presents a dialog that enables you to modify the email that will be sent to each client with their system-generated login and password. If you select to send a copy to the CC address, the login and password in the copy email will be masked. Click Import to start the import process.
   • without a login - the import process adds the selected clients to the system without logins and passwords.
6. When the import process is complete, the link at the top of the Clients view changes from "Importing data" to "Import ready".
7. When the upload completes, the Clients view refreshes to show the new clients in the client table.
8. You can check and/or download the status files for the import any time during your current working session, which is until the session times out or you log out.

Checking the status file of the import

1. To see details about the import, click the Import Ready link next to the More Actions button.
2. Download the importstatus_yourfilename.zip file.
3. The zip file contains a README.txt file that indicates the number of imported clients processed, the number that imported successfully, and the number that failed to import.
4. The zip file also contains a importstatus_yourfilename.csv file. The .csv file contains a header row and a row for each client you selected for import. The file contains Load Status and Load Details columns that indicate the import's treatment of each client.

   Load Status	Load Details
   Succeeded	New investor record created from import record.
   Succeeded	Import record ignored because it matched an existing investor
   Succeeded	New investor created from import record but failed to send welcome email to investor
   Failed	Failed to import because a required field has no data: <name of field>
   Failed	Failed to import because of invalid data in field <name of field>
   Failed	Failed to import because of system error
   Failed	Failed to import because exhausted maximum attempts to generate unique login