Bulk add companies

Add multiple client companies from the Clients page when an accounting firm needs several new client records at once, resulting in new client organizations with assigned close roles and optional onboarding tasks.

Workflow

Step 1

Open the Clients page

Start in Truewind on Clients so the Add client button and client list are available.

Step 2

Click on Add client button

This takes you to the New clients dialog where you add the clients.

Step 3

Add the first client row

Enter all details of your first client: organization name, domain, preparer, reviewer and optionally the creation of onboarding tasks. Once ready, click on the plus button.

Screenshot showing enter all details of your first client: organization name, domain, preparer, reviewer and optionally the creation of onboarding tasks. Once ready, click on the plus button

Step 4

Add the next client row

Enter all details of your next client: organization name, domain, preparer, reviewer and optionally the creation of onboarding tasks. If you have more clients to add, click on the plus button again and repeat this step.

Screenshot showing enter all details of your next client: organization name, domain, preparer, reviewer and optionally the creation of onboarding tasks. If you have more clients to add, click on the plus button again and repeat this step

Step 5

Verify the newly added clients

Use the search bar to confirm your new clients have been properly added.

What happens after a company is created

For each successful row, Truewind:

creates a new company organization under the current firm
adds your current user to that client as an admin
saves the preparer, reviewer, and optional second reviewer assignments
optionally enqueues onboarding tasks if you turned that option on

Paste behavior to know

Spreadsheet paste only maps into the supported visible columns. Extra pasted columns are ignored, and unmatched user values are flagged on the affected fields.

FAQ

Can I add multiple clients at once?

Yes. The plus button allows adding multiple clients in a single operation.

What happens if only some rows fail?

The successful clients are still created, and the form resets to only the failed rows so you can fix and resubmit them.

Limitations

Only firm admins can add clients

The Add client button is disabled for non-admin users in the accounting firm workspace.

User assignments must match existing firm members

Preparer, reviewer, second reviewer, and onboarding task owner values must belong to users who are already members of the firm.

Troubleshooting

A pasted user value shows a matching error.

Replace the value with a firm user's exact email or a unique full name that the form can match to an existing firm member.

Some rows were created and some failed.

Review the toast summary, fix the rows that stayed in the form, and resubmit only those failed rows.

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