Overview: Duplicate clients may be created in Active if, during the trial phase of your subscription, clients are created without a Client Code. Later, when a practice management integration is enabled, a similar client is imported from your source platform (e.g., XPM or MYOB PM).
Active platform maps clients based on the Client Code field. Therefore, to avoid duplication, please ensure that any clients created manually in Active during the trial or pilot phase have a matching client code assigned in both Active and your practice management system.
For clients that have not yet been created in Active, you may choose not to assign a client code in your practice management system. The integration will still successfully import the client from XPM into Active, even without a client code.
Resolving Duplicate Clients (When Using a Practice Management Integration)
If you're using a practice management integration (for example XPM, MYOB PM, or FYI Elite), follow these steps:
Identify which client to keep
Go to the Clients screen and click into each duplicate client. Check if any work has been done by looking for the WP (Workpapers) or LR (Ledger) icons — if they’re lit up, work has been done on that client.
Assign client codes
In the Active Platform, assign a client code to the client you want to keep.
Remove the client code from the duplicate you intend to delete.
Update your practice management system
Assign the same client code to the corresponding client in your practice management system. This ensures future syncing maps to the correct client via the client code.
Delete unused duplicates
For clients you do not wish to keep:Ensure there are no linked binders or ledger files for that duplicate client. If there are you may have to delete them first.
PS: there currently isn't a way to transfer binders between clients.Go to the Clients screen, click the cog icon on the far right of the row, scroll down, and select "Delete".
Resolving Duplicate Clients (When Not Using a Practice Management Integration)
If you're not using a practice management integration:
Simply delete the duplicate clients from the Clients screen once all associated binders or ledger files have been removed, using the same steps outlined above.