Adding entities manually in Cimplico Workpapers is a flexible way to set up your client records. You can add them one by one or in bulk using a CSV file.
š” Tips:
Ensure you have read the article Choosing the best method to import entities and groups first to ensure this is the best approach for your firm.
If you plan to assign these entities to groups, itās best to import groups first. See Adding groups manually (individually or in bulk) for details.
ā¹ļø Note: Users, Managers, and Administrators all have permission to add entities.
Step 1: Go to the Entities Screen
Navigate to the Entities screen to view your firmās current list of entities.
Select New Entity in the top-right corner.
Step 2: Choose the Source and Method
Set Source to Manual.
In the Import Bulk section choose:
No to add entities individually.
Yes to import entities in bulk via CSV.
Step 3: Enter the entities information
Adding entities individually
Fill in the following fields:
Entity Name: Enter the name of the entity.
Legal Name: Enter the legal name or select the checkbox Use as Legal Name to copy the Entity Name.
Financial Year End Date: Select the financial year-end month and day.
Entity Type: Choose the appropriate type from the dropdown menu.
Group (optional): Assign the entity to an existing group using the dropdown.
Review the details to ensure accuracy.
Click Create Entity to save.
ā
Adding entities in bulk via CSV
Download the CSV Template
Fill in the Template: Use the table below to understand the required fields and their formatting.
Upload the File: Drag and drop the file into the uploader or click to select the file manually.
Click Create Entity to process the file
CSV Requirements
Field | Description |
Name * | The entity's name |
Legal Name * | The entity's legal name |
Financial Year End Month * | The numeric value for the month (1 - 12) |
Financial Year End Day * | The numeric value for the day (1 - 31) |
Entity Type * | Must be one of the following:
|
Group | If using, must match an existing group name. |
Note: Fields marked with an asterisk (*) are mandatory.
ā ļø Warning: If there are mistakes in the file, errors will be displayed showing the specific rows and issues that need correction. Fix the errors in the CSV and re-upload the file.