How do I upload data to my office #1000 client?

Before the Firm360 support team can import your client data, you'll need to upload your spreadsheet to a dedicated client in your account — the #1000 Office client. Follow the steps below.

1. Log in to your Firm360 account at subdomain.myfirm360.com using the credentials sent to you by email.
2. Click Clients in the left navigation.
3. Select the #1000 client — this is your Office client.
4. Open the Documents tab within the client profile.
5. Click Add a document and follow the prompts to upload your spreadsheet.

Once uploaded, contact [e-mail] to let the team know your file is ready.

Prefer a walkthrough? Watch the video: Uploading your client data into the Firm360 #1000 Office client

Related to

• office client