video1.0<iframe src="https://www.loom.com/embed/ef5b0381171f4dcd89b9d2da26e45972" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/ef5b0381171f4dcd89b9d2da26e45972-fe62ef8e4cb658b5.gif281.181In this video, I guide you through the process of bulk importing clients and entities from Adapar to Luminary. Step one involves selecting individuals from Adapar to import. Step two focuses on linking these individuals in Luminary, including merging them into a single household if needed. Step three covers importing entities of the linked clients, emphasizing the importance of importing the top legal entity for valuation data. No action is requested from viewers.