Importing your account data is the next step after clients/contacts. This ensures all accounts connect to the correct clients and households, powering value adds and financial reporting across SurgeTK.
At a glance
Start the import from Households or Imports.
Choose Import account data, then select Financial Accounts.
Required fields:
Account Number (always required)
Client ID (required if creating new accounts; not needed when updating existing accounts)
All other fields are optional, but several are needed for Value Adds.
Upload one spreadsheet at a time (multiple files at once are not supported).
Confirm the column mapping and run the import.
SurgeTK supports both creating new accounts and updating existing accounts in the same run.
Monitor the progress indicator; review Created / Updated / Duplicates / Failed.
After completion, review the import report on the Imports page.
Before you start
Download the Account Import Template (recommended)
Using the template ensures your headers auto-map to SurgeTK’s fields.Required fields
Account Number – the unique identifier for an account.
Client ID – required when importing new accounts so SurgeTK knows which client owns it. If you are updating existing accounts, the Account Number alone is enough.
Optional (but important) fields
Systematic withdrawal amount and frequency – required for the Guardrails Value Add.
Asset allocation – required for the Buckets Value Add.
Other details (e.g., custodian, account type, balances, tax status) help with reporting and planning.
Step 1 — Open the import modal
As with client imports, you can start from:
Households: Go to Households → Click Add or Update button → Import Data.
Imports: Go to Imports → Click Import button.
Step 2 — Choose what to import
Select Import account data.
Click Next.
You’ll see a list of account data import types.
To import all investible assets and cash accounts, choose Financial Accounts.
Step 3 — Upload your spreadsheet
Upload one spreadsheet at a time. SurgeTK does not allow uploading multiple files simultaneously.
If your data is spread across multiple sheets, simply repeat the process until all data is in.
Click Next to continue.
Step 4 — Map your columns
On the mapping step, match each column to the correct SurgeTK field.
If you used the template, most columns will auto-map.
Required:
Account Number
Client ID (when creating new accounts)
Optional (but needed for Value Adds):
Systematic withdrawal amount and frequency (Guardrails)
Asset allocation (Buckets)
Total Value (Buckets, Guardrails, Net Worth, etc.)
You'll want to import as much account data fields as possible to support our wide range of value adds and reporting.
When ready, click Import.
Step 5 — Monitor progress (don’t refresh)
Just like with client imports, a progress indicator shows your results in real time:
Created — new accounts added.
Updated — existing accounts updated.
Duplicates — duplicate account numbers in the same file.
Failed — rows that could not be imported, with reasons listed.
Do not refresh the page until the import is complete.
Step 6 — Review the import report
Go to Imports to view a permanent record of your run. From there you can:
Open the import report for detailed results.
Re-download the original spreadsheet you uploaded.
Handling unlinked accounts
If an account cannot be matched to a client (missing or mismatched Client ID), it will appear as an unlinked account.
You can link unlinked accounts directly from the Households page.
Best practices
Use Client ID when creating new accounts. Without it, accounts will not link to a client.
Stable Account Numbers. Keep account numbers consistent across imports so SurgeTK can update them correctly. Some CRM's add or remove dashes in account numbers, so be mindful of that.
Import for Value Adds. Be sure to include systematic withdrawals and asset allocation data to unlock Guardrails and Buckets. Map as many fields as you can to have broader access to SurgeTK features.
Iterate safely. If your data lives in multiple spreadsheets, import one at a time until everything is covered.
What you cannot import within this section
Beneficiaries – import separately in the Beneficiary section.
Billing data – import separately in the Billing section.
Insurance – import separately in the Insurance section.
Liabilities - import separately in the Liabilities section.
Other account import options
If you only want to prepare data for specific Value Adds, SurgeTK offers simplified imports:
Buckets Import – focused only on the fields needed for the Buckets Value Add.
Guardrails Import – focused only on the fields needed for the Guardrails Value Add.
Beneficiaries Import - focused only on account beneficiary fields.
These options remove unrelated fields so you can ensure the right data is captured with less noise.
FAQs
Q: Can I import multiple account files at once?
No. Upload one file at a time. If you have multiple sheets, import them separately until all data is in.
Q: Do I need Client ID to update existing accounts?
No. When updating, SurgeTK uses the Account Number. Client ID is only required when creating new accounts.
Q: Can I import beneficiaries or billing here?
No. Those imports are handled separately.
Q: Does the import create and update in one run?
Yes. SurgeTK will create new accounts if the Account Number doesn’t exist, and update existing accounts when the Account Number matches.
Quick start tip: Download the template, fill in Account Number (and Client ID for new accounts), if you have data spread across multiple files you can import them all one at a time until your data is complete.