The bulk import lets you migrate your existing client database from BrightManager into BrightClient in one go. This is the recommended approach for practices enabling BrightClient for the first time. The bulk import is started through your BrightHub account, not directly within BrightManager.
| Warning: Once you start a bulk import, it cannot be reversed. Review this article in full and ensure your data is ready before you begin. |
When to use bulk import
- Enabling BrightClient for the first time: Migrate your full existing client list into BrightClient before or shortly after turning on the integration.
- Large-scale onboarding: Add a high volume of new clients at once.
| Note: Records that have already been synchronised with BrightClient are automatically excluded from the bulk import. You do not need to manually identify or remove them — the system handles this to prevent duplicates. |
Before you start
- Review your client data in BrightManager before starting. Records with missing required fields may fail to import , resolving these in advance reduces failures.
- You must have access to BrightHub with Admin or Owner role permissions to run a bulk import.
- Ensure BrightClient has been enabled on your BrightManager account before running the import.
How to run the bulk import
- Log in to your BrightHub account.
- Navigate to the Integration page and click Get Started on the BrightClient integration option.
- Select your BrightManager account and confirm you want to proceed. Review the warning that this action cannot be undone.
- Confirm and start the import. BrightClient will begin processing your client records in batches automatically.
- Wait for the import to complete. Depending on the size of your client database, this may take some time. You do not need to stay on the page — you will be able to view the report once it is ready.
After the import — reviewing the summary report
Once the bulk import is complete, a summary report is available in BrightHub. The report shows:
- How many records were imported successfully.
- How many records failed.
- An exportable file detailing the reason for each failure.
For any records that failed, you can:
- Review the failure reasons in the exported report.
- Go to the relevant client file in BrightManager and address the issue — for example, adding a missing Address Line 1 or assigning a contact Role. Once you save the corrected record in BrightManager, it will automatically sync to BrightClient.
- Optionally, return to BrightHub and re-run the bulk import to confirm all outstanding clients have been picked up. The import will only process records that are not yet linked to BrightClient.
| Tip: When you fix and save a failed client record in BrightManager, it will automatically sync to BrightClient — you do not need to re-run the import for those records. Re-running the import is useful to confirm there are no remaining unlinked clients, but it will not re-process records that have already been fixed and synced. |
Common import failures and how to fix them
| Failure reason | How to fix it in BrightManager |
|---|---|
| Address Line 1 is missing | Open the client file and add at least Address Line 1 to the relevant address section. The record will sync to BrightClient automatically when you save. |
| Contact has no role assigned | Open the client file, navigate to the contact, and select an appropriate role from the Role dropdown. The record will sync to BrightClient automatically when you save. |
| Required field is blank | Open the client file and complete the missing field. Check for any validation messages on the record. The record will sync to BrightClient automatically when you save. |
| Client type is Self-Assessment | Self-Assessment clients are not currently supported in BrightClient and are excluded automatically. No action required. |
Troubleshooting
I cannot find the bulk import option in BrightHub
- Check that you have Admin or Owner role permissions in BrightHub.
- Ensure BrightClient is enabled on your BrightManager account.
- Contact Bright Support if the option is not visible.
The import has been running for a long time
Large imports are processed in batches and may take a significant amount of time. You do not need to stay on the page. If the import has not completed after an unusually long period, contact Bright Support.
Some records are missing after the import
Check the summary report for any failed records and their failure reasons. Once you fix and save the relevant client files in BrightManager, those records will automatically sync to BrightClient. You can optionally re-run the bulk import to confirm no clients have been missed — it will only process records that are not yet linked to BrightClient.
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