Get Client ID and Account ID on the same export
Any export that has both client-level information and account-level information on it should include a column for both the client ID and the account ID. This would make comparing different exports much easier. It would also help ensure imports that come from large efforts are going to the correct records.
In our system, some clients have the same name, and some accounts don't have a unique number. These are very difficult to match across exports.
In Redtail reports, accounts export with client name as LASTNAME, FIRSTNAME (NICKNAME). However, custom exports do not have this as a selectable field, only FIRSTNAME LASTNAME. This makes them nearly impossible to match an account ID export with a client ID export.
For these reasons, client ID and account ID are the only fields that can guarantee every line of a report matches the same client and account.
Whitney Cook
shared this idea
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Joanna Mosenson
commented
Hi Whitney, Have you figured this out? If not, contact me at joanna.mosenson@j-gassociates.com and I can help you using two different excel reports with a simple function. It's annoying, but will save you tons of time.