Bulk Importing Client Data

Importing information using our import templates

Updated over a week ago

We offer a bulk data import service to help firms onboard a large client base to Firmcheck. It's the quickest and easiest way to get set up.

Our import templates can be downloaded below and contain detailed instructions on how to complete them.

Please follow the instructions carefully and do not alter the formatting of the sheets as this may cause your import to have errors.

*Importing Companies into Firmcheck this will import the Directors and PSCs. These people are not required to be added to the Individual Import Template.

Once completed, return the template to [email protected], and we will advise when the entity profiles become available.

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