How do I add a client or entity from APS to the partner portal?

Importing an individual client or entity and their data from APS  into the portal is simple.
There are 2 ways you can import a client from APS: via the Client list or via Advanced Search.

NOTE: Before either import method can be used, you must ensure your APS integration has been established via the Configure> Integrations area. See How to set up your APS Integration

Let's take a look at both options:

Importing a client or entity from APS via the Client list: 

1.  Navigate to Clients > Client List.
   
   
   
   
   
2. Select Add clients>from integrations>From Xero practice manager. 
   
   
   
   
3. A search box appears. Type in the Client/Entity name to search within APS: 
   
   
   
   a) If adding an entity as a client, the following window will appear, where you can adjust the Entity name and type before proceeding to add. 
   
   
   
   b) If adding an individual client, the following window will appear.
   Set the Client type, subscription type and decide if you want to send the client a welcome email.
   
   IMPORTANT: Each client you import requires their own unique email address. If the client does not have their own unique email address they will not be imported.
   
   
   
   
4. Once the client/entity have been added they will appear in the Client list.
   A success message will display where you can proceed to import data from APS, or send the entity or client a task to complete. 
   
   

Note: For an entity, it is best to add a connection first    How do I add a connection, professional or authorised user to an entity?

Importing a client or entity from APS using the 'Advanced Search' feature:

1. From your partner portal, navigate to the top of the page and click '+Advanced search'.
   
   
   
   
2. A drop-down box appears. By selecting the checkbox next to the APS integration, your APS client list will be viewable in the search feature.
   
   
   
   
3. In the search bar, type the name of the client or entity you are looking for. The dropdown box will show if the client already exists in your portal, or only exists in APS . If the client does not appear under the 'MP clients' heading, this indicates that they are not an active client in the portal.
   To import the entity/client from APS, click 'Import'.
   
   
   
   
4. a) If adding an entity as a client, the following window will appear where you can adjust the Entity name and type before proceeding to add. 
   
   
   
   b) If adding an individual client, the following window will appear.
   Set the Client type, subscription type and decide if to send the client a welcome email.
   
   IMPORTANT: Each client being imported into the portal requires their own unique email address. If the client does not have their own unique email address they will not be imported.
   
   
   
   
5. A success message will display and you can now send the client a task to complete.  Once the client/entity have been added they will appear in the Client list.