# Client List
Creates or updates a client record in the SharePoint client list by processing rows from an Excel or JSON file.
Filename pattern: filename must contain clientlist (case-insensitive).
Examples: 20240115 clientlist import.xlsx, 20240115 clientlist.json
# Columns
| Name | Required | Description |
|---|---|---|
| ClientCode / Code | Yes | Unique identifier for the client. Used to look up an existing record or create a new one. |
| ClientID / ExternalID | No | External system ID for the client. |
| ClientName | No | Display name of the client. Used to construct the list item title via the configured ClientListTitleFormat. |
| Title | No | Overrides the computed title if provided directly. |
| Properties | No | Any additional columns are collected as properties and set as fields on the list item. |
ClientCode (or its alias Code) is always required.
# JSON format
A JSON file must contain a flat key/value object. Recognized keys: ClientCode (or Code), ClientID (or ExternalID), ClientName, Title, Folder. All other keys are treated as metadata fields. ClientCode or Code is required.
# Behavior
Looks up the client record by ClientCode in the client list. If a record exists it is updated; if not, a new record is created. If Title is not provided, the title is computed from ClientName using the ClientListTitleFormat and ClientListTitleFormatCustom settings in SettingsCfg.Provisioning. All extra columns are set as metadata fields on the list item.
# Related links
- Matter List handler — create or update matter list entries
- Client Matter handler — create both client and matter structure in one operation