Import Clients
Purpose
Provides functionality to Import New Clients and Client Detail
Changes from an external system into Argos Vault
Note: The Client Import Routine document
should be referenced for the initial setup structure required for the import
file and import parameters
Access
- Client | Import Clients
Process
Backup
the database immediately prior to running the import
The below dialog should already be 
with the required values
Related Articles
Client Import Routine
Concept Argos Vault provides functionality to import client records from an external source into a Vault Database. A tab delimited file can be generated which complies with a predefined format and used as the data source for the Client Import. This ...Argos Vault Release Notes V5.150
Release Completion Date: 11 September 2025 Please disregard the release notes for the modules you do not use. Unless otherwise indicated, more detail about any change will be included in the relevant dialog [Help] button. Other documents referred to ...Argos Vault Release Notes V5.142
Release Completion Date: 13 June 2023 Please disregard the release notes for the modules you do not use. Unless otherwise indicated, more detail about any change will be included in the relevant dialog [Help] button. Other documents referred to in ...Reset Client Flag
Purpose Unlocks the Import Client process, so that a new file may be processed. Only required if the previous import process did not complete successfully, and so does not unlock automatically. Access Client | Reset Client Flag Process The below ...Client Details
Purpose To add, amend or delete clients or contact the organisation may have. The client module has CRM functionality. It is important all contact are set up to make best use of that functionality. Timing Clients/Contacts may be added or edited at ...