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Upload the spreadsheet you already keep. Nothing is written until you have seen every row.
Clients → Import from Excel. Either upload your own file or download the template first — it carries all 32 columns with two worked example rows.
The first row of your sheet must be the headings. A title banner above them is fine; the importer looks for the first row it recognises two or more headings in.
You do not need to rename anything. These are all recognised on sight:
| If your column says | It becomes |
|---|---|
| Customer Name · Company · Entity · Trade Name | Client name (required) |
| CT No · CT TRN · Corporate Tax Number | Corporate tax TRN |
| VAT No · TRN · Tax Registration Number | VAT TRN |
| Filing Period · VAT Cycle · Return Period | VAT filing period |
| Year End · FYE · Financial Year End | Financial year end |
| Incorporation · DOI · Registration Date | Incorporation date |
| Accountant · Handled By · Assigned To | Accountant |
| Fee · Retainer · Monthly Fee | Billing amount |
Anything not recognised appears in a dropdown on the first screen so you can point it at the right field by hand. Anything you leave as skip is ignored.
Day-first, as UAE firms write them. 31/12/2025, 2025-12-31, 31 Dec 2025 and a real Excel date all work.
A date that cannot exist — 31/13/2025, or 29 February in a non-leap year — is refused and flagged on the row, not quietly turned into something else. An unambiguous month-first date like 03/15/2026 is read the right way round.
A year end can be written 31/12, 31-12, 31/12/2025 or just December. Yes/no columns accept Y, Yes, True, 1 or a tick.
The second screen shows every row as one of three things:
“Update them from the file” only touches columns your file actually has. If your sheet has just a name and a VAT number, the contact, licence, year end and the whole CT and VAT schedule of the existing client are left exactly as they were. A closed client is not reopened.
Each client is created through the same path as one typed by hand, so the registrations, set-up tasks and deadlines raise themselves. The activity log records “client created from a spreadsheet import” against every one.
A corporate tax number in the file means the FTA has already registered that client, so no registration task is raised for them. A client marked below threshold for VAT is given no filing cycle, because there is no return to invent.