Users who do not have a CRM supported by the Quik! App, or are in the process of a transition to a new firm, or simply want to manage their data in the Quik! App will be able to do so by using the Vault feature.
Here are some additional helpful articles:
Quik! Vault - Adding New Client Record
Client Vault - Deleting & Editing Client Records
Let's Get Started!
When uploading Client Data into your Quik! Vault, there are two options, Upload .CSV and Manual input.
The CSV upload will enable users to download data from other systems in comma-separated-value format and upload it to Quik! to store in the Vault.
Things to keep in mind about CSV Upload
Users are responsible for ensuring their CSV file has clean data BEFORE importing.
Users can manually fix data problems after importing by editing a client in the Client Vault.
The Quik! App will provide an optional CSV template file that users can download and use. The CSV template is a Microsoft Excel spreadsheet that can be used to collect and manipulate data. When the user is ready, they can save their file as a CSV file for uploading.
CSV File Requirements
An adequately built CSV file is required to be imported. The following requirements must be met.
The CSV file must be a text file, not a binary file (e.g., an Excel file renamed to CSV is not a CSV file)
The first row in the CSV file must be a header row with column names
Column names should be unique and not repeated
Values that contain commas must start and end with a double-quote delimiter (ex. "123 Main St, Suite 4")
The CSV file should not have any empty rows or line breaks
A record can only be imported with at least an Entity Name or a First and Last name combination.
When a CSV file is processed, our system will attempt to correct problems proactively. If a problem cannot be fixed, the file will be rejected, and an appropriate error will be shown.
After selecting a valid CSV file, press GO! to begin the upload and move on to the Mapping process.
Once the CSV is uploaded successfully, a Mapping interface will appear. This Mapping interface will allow the user to review the Quik! Field Names will be associated with the uploaded CSV's Source Fields.
If using the Quik! CSV template, many of the Source Fields will already be mapped. The mapping must be configured manually if using a CSV file with different Source Field names (Header Row).
After reviewing your mapping (modify or add mappings by dragging Field Names from the 'Quik! Field Name' column to the 'Mapping' column), be sure to 'Save Template' before clicking 'Add to Vault.' This will allow you to reuse a mapping for future uploads when using a similarly formatted CSV file.
Alternatively, if uploading after already creating a template, use 'Load Template' to apply a previously saved mapping template to save time. If multiple CSVs with different formatting are used, this is when having multiple Mapping templates is useful.
Once 'Add to Vault' is clicked, the user will be prompted to choose how duplicate records will be handled. Select 'Keeps Vault clients' or 'Override Vault with. CSV clients' and click 'Add to Vault!'.
Data will then be committed to the Vault, and the user will be taken to the Vault to review client records. Your imported data will now be available for use within the Quik! App.
That's it. You're all set!