Importing
Learn how to bring your client, account, insurance, and household data into SurgeTK.
8 articles
- Importing ClientsHow to import clients and households from a file: entry points, what each row needs, name parsing, every template column, matching rules, and what the import can and cannot change.
- Importing Account DataHow to import financial accounts from a file: matching by Account Number, linking owners by Client ID, withdrawals, allocation, defaults, closed accounts, and every template column.
- Importing BeneficiariesHow to import beneficiaries into SurgeTK: upload one file at a time, map client IDs, account numbers, and beneficiary details.
- Importing Insurance DataHow to import insurance policies and their beneficiaries from a file, which fields exist, how policies match, and when a policy appears on the Beneficiary and Net Worth reports.
- Importing Billing DataHow to import account or household billing for one period, how rows match, what the progress panel shows, the re-import warning, and how billing appears on the household page.
- Undoing Your Most Recent ImportWho can undo the firm's newest import, how to run it from the Imports page, what it restores, what it cannot restore, and what to do when an undo fails.
- What to Import FirstThe order SurgeTK imports must follow, what unlocks each import option and its exact message, where every template lives, and the rules that all file imports share.
- What do I put in the Per Stirpes column?Per Stirpes is a supported, stored column in the Beneficiary Import template. Learn what values it accepts, how it works, and how to set it by hand.