Compliance officer, agent · 8 steps · recorded 17 October 2026 · click any step to jump the video there

1. 0:04

   Open Import clients

   Importing your client list saves typing the same people again for every matter: when you add a client to a matter you can pick them from the list. Importing does not check or screen anyone; a check starts when you add the person to a matter. For a jeweller the page is called Import customers.

2. 0:24

   Prepare the file

   In your practice software or CRM, look for Export, Reports or the client list, and choose CSV. The file can be up to 10 MB or 50,000 rows. eAML recognises the usual headings (name, email, mobile, date of birth, ABN, address), and Xero, MYOB and QuickBooks exports are recognised. Only the columns you match are kept, never the file itself.

3. 0:45

   Choose the file

   Select Choose your client file and pick the CSV. eAML reads it and moves on to matching its columns. Nothing is imported yet.

4. 0:57

   Match the columns

   The columns are matched from the usual headings, and each shows what it holds in the file so you can check it. Change any that are wrong and match the rest. Set the date order if the dates are day-month-year. The first rows are shown the way eAML will read them, before anything is saved.

5. 1:17

   Review before importing

   The summary says how many rows were read and how many are new, updated or the same, and which have something to check, shown first. Each row says what will happen to it. Type a name under Save this layout as, so the next file with these columns is recognised without matching it again.

6. 1:38

   Import

   The import button names how many people it will add. When it finishes, the file appears under Your imports with the date, the layout and what it did.

7. 1:49

   Importing a newer export updates people, it does not add them twice

   Export again later and import the new file. People with the same client number are updated in place, and the layout you saved is recognised, so there is no matching to do. The summary tells you how many will be updated and how many are new.

8. 2:07

   Undo an import

   An import can be undone. Undoing it removes the people that import added to your list. Details it changed for people who were already listed stay as they are, and anyone you have already added to a matter keeps their record there. You are asked to confirm first.