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Choosing the best method to import entities and groups
Choosing the best method to import entities and groups
Hannah Olsson avatar
Written by Hannah Olsson
Updated this week

When starting with entities and groups in Cimplico Workpapers, selecting the right import method makes the process smoother. The best approach depends on your firm’s setup—whether you use Xero, FYI, or neither. This guide provides practical tips to help you choose the most suitable method.

Integrations

Ability to import entities

Ability to import groups

FYI Docs

Xero

1. If your firm doesn’t use Xero or FYI

Recommended approach

  • Import entities and groups manually.

  • For initial setup, use the CSV upload feature to save time.

  • For ongoing updates (e.g., adding new clients) manually add entities and groups either individually or using the CSV.

    • Note: If you're only adding one or two entities or groups, creating these individually may be quicker than the CSV.

Reasoning

  • Bulk importing reduces repetitive tasks when setting up large client bases and when integrations aren't available.

💡 Guide: Manual Import (No Xero or FYI)

2. If your firm uses Xero but not FYI

Recommended approach

  • Import entities from Xero for those with a Xero file. This extracts key data such as:

    • Entity name

    • Legal name

    • Financial year-end date

    • Entity type

  • For entities without a Xero file, add them manually.

  • Groups must be added manually since Xero does not provide this information.

Reasoning

  • Using the Xero integration for entities reduces data entry and ensures critical information is automatically populated.

  • Manually adding groups ensures your client's structures are accurately represented.

💡 Guide: Xero Integration (Without FYI)

3. If your firm uses Xero and FYI

Recommended approach

  • Import both entities and groups through FYI.

  • Whenever more entities or groups are added, import the new entities and groups with FYI to ensure your data remains up-to-date.

Reasoning

  • FYI simplifies the import process by bringing in both entities and groups together

  • Maintaining the FYI sync ensures your system reflects the latest updates without manual intervention.

ℹ️ Note: In this situation, FYI is utilised to manage entities, groups and documents. The Xero integration can still be utilised to extract trial balance and other financial information from your client's Xero file at the workpaper level.

💡 Guide: FYI Integration (with Xero)

  • Initial Setup:

    • Authorise and map your Xero files to your newly created Cimplico Workpapers entities (that were brought in through the FYIDocs integration) using Adding entities from Xero.

      • Take note in Step 8A to map the authorised Xero files to the entities using the drop downs, and to avoid creating new/duplicate entities.

  • Ongoing Updates:

    • Continue syncing with FYI to bring in any new entities or groups.

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