Addepar: Bulk import clients and entities

Last updated: July 1, 2025

The steps below will allow for importing clients and entities in bulk from Addepar.

Part 1: Select Individuals in Addpear

The bulk import starts with selecting the individuals in Addepar to import.

Step 1: Click the “Manage external data” dropdown from the Clients page

Step 2: Select “Import new clients”

Step 3: Use the checkboxes to select each client to import

  • The clients shown in the list are pulled directly from your Addepar account

  • Scroll the page to the bottom to see the “Next” button for more clients if applicable

Step 4: Click “Proceed to next step”

Part 2: Import Addepar Individuals as New Luminary Clients

The bulk import continues with filling in required Luminary client information.

Step 1: Confirm that the client’s name is correct

Step 2: Select the state of residence for each client (required)

Step 3: Review the relationship owner

Step 4: Use the “Merge into single household” column to select and associate any pair of clients that should be contained within the same client relationship in Luminary

Step 6: Click “Import clients & continue”

Part 3: Import Entities

The bulk import ends with selecting the entities in Addepar to import into Luminary.

Step 1: Use the checkboxes to choose which entities to import for each client

  • The entities shown in the list pulls in Addepar legal entities and accounts which will become Luminary entities

  • Each object selected will be imported as a separate entity so only select the level at which you want to create an entity in Luminary and link the specific entity/account in Addepar

  • Select the checkbox for the client to automatically select all associated entities

Step 2: Confirm the entity display name

Step 3: Define the entity type (this cannot be changed later)

Step 4: Confirm the grantor/owner/donor for each entity

Step 5: Click “Import selected entities”

Standalone Option to Import Entities for Linked Clients

For existing clients already linked to Addepar, import new entities via the standalone option.

Step 1: Click the “Manage external data” dropdown from the Clients page

Step 2: Select “Import entities for linked clients”

Step 3: Use the checkboxes to choose which entities to import for existing clients

Step 4: Confirm the entity display name

Step 5: Define the entity type (this cannot be changed later)

Step 6: Confirm the grantor/owner/donor for each entity

Step 7: Click “Import selected entities”