Before You Begin

When importing clients from LodgeiT into Accziom, it’s important to understand the data formats and prepare a clean client dataset.


TABLE OF CONTENTS

Accziom Rules to Note

1. One contact per email address: Accziom allows only a single contact record per email address.

  • If spouses (or multiple individuals) share the same email address, you must decide which person will retain it in Accziom.

2. Contacts vs Clients in Accziom: 

  • Unlike LodgeiT, where contacts and clients are merged, Accziom separates them.
  • Contacts represent the individuals who can sign documents, receive proposals, or be assigned as representatives.
  • Clients represent the entities (individuals, companies, trusts, partnerships, SMSFs).
  • Contacts are linked to Clients, which makes proposals, onboarding flows, and briefings more accurate.


Step 1: Export Data from LodgeiT

From your LodgeiT dashboard:

1. Open your client list.

2. Click the three dots menu

3. Select:

  • Export Client to CSV → Generates the Clients CSV file
  • Export Relationships to CSV → Generates the Relationships CSV file

Related guide: Client Export

Step 2: Understand LodgeiT Export Fields

In your Clients CSV export file, note:

  • Email field: Identifies the human client (individual contact).

                    Located in column J (First Name); K (Middle Name); L (Last Name); S (Email)



  • Primary Email field: identifies the primary contact for Companies, Trusts, and Partnerships.

                    Located in column AO (Primary Email Contact) and column AP (Primary Email)

Accziom mapping rule

  • Email field: Used to create an Accziom Contact.
  • Primary Email field: Used to assign relevant signatories for non-human CLIENT (companies, trusts, partnerships, SMSFs).

Step 3 – Understand Relationships

From the Relationships CSV file, Accziom automatically reads and applies the following roles:

  • Director
  • Partner
  • Trustee (For corporate trustees, Accziom will also link the directors of the trustee company).

These relationships allow Accziom to setup relevant Contacts to act as signatories on the given non human Client records for trusts, SMSFs, companies & partnerships.

Step 4 – Import Data into Accziom

1. In Accziom, go to the CRM screen

2. Click Import Clients.

3. Upload files in the following order:

  • Upload Contacts File. Select the Clients CSV file from LodgeiT.
  • Upload Relationships File. Select the Relationships CSV file from LodgeiT.

4. Click View Records.

5. Review and resolve any conflicts (e.g., duplicate emails, mismatched records).


Once completed, your LodgeiT clients and their relationships will be imported and correctly structured in Accziom.