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Create new client import row for adviser onboarding

Create new client import row for adviser onboarding

Your signed client records don't reach the import file, delaying adviser setup and billing readiness. Capture them into a single import row so onboarding coordinators can complete setup same day.

Create new client import row for adviser onboarding

Overview

When signed client data fails to reach your import file, adviser setup and billing readiness stall. This flow captures each submission into a single import row and alerts onboarding coordinators on failures, enabling same-day setup and downstream imports.

Create new client import row for adviser onboarding