{% extends "ui/templates/base/layout.html" %} {% block content %}

Import Clients

Bulk upload clients for the active audit firm with partner validation.

Download Template
Active Audit Firm
{{ current_tenant.name if current_tenant else scope.tenant_id }} (ID: {{ scope.tenant_id }})
Logged-in uploader
{{ current_user.full_name or current_user.email }} — User ID {{ current_user.id }}
Template includes uploader_user_id, firm_tenant_id, and partner_user_id. Validation checks that uploader_user_id matches the logged-in user, firm_tenant_id matches the active audit firm, and partner_user_id belongs to an active Partner in that same audit firm.
Partners available in this audit firm
{% for p in partners %}
{{ p.id }} — {{ p.full_name or p.email }}
{% else %}
No active partners found for this audit firm.
{% endfor %}
{% if import_errors %}
{% for err in import_errors %}
{{ err }}
{% endfor %}
{% endif %}
Back
{% endblock %}