{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/3d64a471bfc54647bfe5b6ef5525d159\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/3d64a471bfc54647bfe5b6ef5525d159-51ef5d0382de06fd.gif","duration":144.633,"title":"Buddy Guide: Importing Clients in Bulk as a Bureau (MT)","description":"In this video, I walk you through the process of importing clients into the system, which can save you a lot of time compared to adding them one by one. I demonstrate how to use a pre-filled template to upload client details like PA numbers and addresses. After importing, you can choose to update existing client information if needed. I also highlight how to check for errors after the import process. Please make sure to refresh your webpage afterward to see the newly imported client accounts."}