{"id":2329,"date":"2026-02-02T22:13:35","date_gmt":"2026-02-02T20:13:35","guid":{"rendered":"https:\/\/conta365.ro\/tutoriale\/articol\/import-portofoliu-clienti-existenti\/"},"modified":"2026-02-02T22:29:09","modified_gmt":"2026-02-02T20:29:09","slug":"import-portofoliu-clienti-existenti","status":"publish","type":"aikb","link":"https:\/\/conta365.ro\/tutoriale\/articol\/import-portofoliu-clienti-existenti\/","title":{"rendered":"Import Portofoliu Clien\u021bi Existenti"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"2329\" class=\"elementor elementor-2329\" data-elementor-settings=\"{&quot;element_pack_global_tooltip_width&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;element_pack_global_tooltip_width_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;element_pack_global_tooltip_width_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;element_pack_global_tooltip_padding&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_padding_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_padding_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_border_radius&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_border_radius_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true},&quot;element_pack_global_tooltip_border_radius_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;top&quot;:&quot;&quot;,&quot;right&quot;:&quot;&quot;,&quot;bottom&quot;:&quot;&quot;,&quot;left&quot;:&quot;&quot;,&quot;isLinked&quot;:true}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-25055e5 e-flex e-con-boxed e-con e-parent\" data-id=\"25055e5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c0956de elementor-widget elementor-widget-text-editor\" data-id=\"c0956de\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2 data-path-to-node=\"2\">\ud83d\udcc1 Import Portofoliu Clien\u021bi Existenti<\/h2><p data-path-to-node=\"3\">Acest procedeu permite firmelor de contabilitate s\u0103 \u00ee\u0219i invite clien\u021bii actuali pe platforma <b data-path-to-node=\"3\" data-index-in-node=\"93\">Conta365<\/b>. Procesul presupune identificarea automat\u0103 a companiilor pe baza certificatului digital \u00eenregistrat la ANAF, invitarea clien\u021bilor s\u0103 \u00ee\u0219i creeze cont \u0219i acceptarea parteneriatului de colaborare.<\/p><h3 data-path-to-node=\"4\">\ud83d\udccb Cerin\u021be preliminare<\/h3><p data-path-to-node=\"5\">\u00cenainte de a \u00eencepe, asigura\u021bi-v\u0103 c\u0103:<\/p><ul data-path-to-node=\"6\"><li><p data-path-to-node=\"6,0,0\"><b data-path-to-node=\"6,0,0\" data-index-in-node=\"0\">Profilul Firmei:<\/b> Ave\u021bi un cont creat pentru compania de contabilitate \u0219i a\u021bi bifat op\u021biunea <b data-path-to-node=\"6,0,0\" data-index-in-node=\"92\">&#8220;Prestez servicii contabilitate&#8221;<\/b>.<\/p><\/li><li><p data-path-to-node=\"6,1,0\"><b data-path-to-node=\"6,1,0\" data-index-in-node=\"0\">Semn\u0103tura Electronic\u0103:<\/b> Certificatul digital este instalat pe PC, iar token-ul (stick-ul USB) este conectat.<\/p><\/li><li><p data-path-to-node=\"6,2,0\"><b data-path-to-node=\"6,2,0\" data-index-in-node=\"0\">Date Clien\u021bi:<\/b> Ave\u021bi preg\u0103tite numele administratorilor, adresele de e-mail \u0219i numerele de telefon ale companiilor clien\u021bi.<\/p><\/li><\/ul><p>\u00a0<\/p><p>\u00a0<\/p><hr data-path-to-node=\"7\" \/><h3 data-path-to-node=\"8\">\ud83d\ude80 Pasul 1: Autorizarea RO e-Factura pentru firma de contabilitate<\/h3><p data-path-to-node=\"9\">Aceast\u0103 etap\u0103 este cheia care deblocheaz\u0103 vizualizarea portofoliului prin intermediul semn\u0103turii digitale.<\/p><ol start=\"1\" data-path-to-node=\"10\"><li><p data-path-to-node=\"10,0,0\">Naviga\u021bi la meniul <b data-path-to-node=\"10,0,0\" data-index-in-node=\"19\">Integr\u0103ri<\/b> -&gt; modulul <b data-path-to-node=\"10,0,0\" data-index-in-node=\"40\">RO e-Factura<\/b>.<\/p><\/li><li><p data-path-to-node=\"10,1,0\">Ap\u0103sa\u021bi butonul <b data-path-to-node=\"10,1,0\" data-index-in-node=\"16\">Activare<\/b>, apoi <b data-path-to-node=\"10,1,0\" data-index-in-node=\"31\">Configurare integrare<\/b>.<\/p><\/li><li><p data-path-to-node=\"10,2,0\">Lansa\u021bi procesul de autorizare (va fi necesar\u0103 introducerea parolei semn\u0103turii digitale).<\/p><\/li><li><p data-path-to-node=\"10,3,0\">Dup\u0103 finalizare, ve\u021bi vedea o <b data-path-to-node=\"10,3,0\" data-index-in-node=\"30\">bif\u0103 verde<\/b> \u0219i mesajul de succes.<br \/><br \/><a href=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/01\/activare-integrare-3.webp\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-large wp-image-1961\" src=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/01\/activare-integrare-3-1024x481.webp\" alt=\"\" width=\"900\" height=\"423\" srcset=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/01\/activare-integrare-3-1024x481.webp 1024w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/01\/activare-integrare-3-300x141.webp 300w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/01\/activare-integrare-3-768x361.webp 768w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/01\/activare-integrare-3-1536x721.webp 1536w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/01\/activare-integrare-3.webp 1616w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/a><\/p><\/li><\/ol><p>\u00a0<\/p><h3 data-path-to-node=\"11\">\ud83d\udd0d Pasul 2: Interogarea portofoliului pe baza semn\u0103turii<\/h3><ol start=\"1\" data-path-to-node=\"12\"><li><p data-path-to-node=\"12,0,0\">Accesa\u021bi meniul <b data-path-to-node=\"12,0,0\" data-index-in-node=\"16\">Administrare companii<\/b>.<\/p><\/li><li><p data-path-to-node=\"12,1,0\">\u00cen partea superioar\u0103 a ecranului, sistemul va afi\u0219a o notificare cu num\u0103rul de entit\u0103\u021bi pentru care s-a g\u0103sit o conexiune valid\u0103 \u00eentre semn\u0103tura dumneavoastr\u0103 \u0219i baza de date ANAF.<\/p><\/li><\/ol><p><a href=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/companii-noi-identificate.jpg\"><img decoding=\"async\" class=\"alignnone size-large wp-image-2330\" src=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/companii-noi-identificate-1024x92.jpg\" alt=\"\" width=\"900\" height=\"81\" srcset=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/companii-noi-identificate-1024x92.jpg 1024w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/companii-noi-identificate-300x27.jpg 300w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/companii-noi-identificate-768x69.jpg 768w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/companii-noi-identificate-1536x138.jpg 1536w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/companii-noi-identificate.jpg 1588w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/a><\/p><h3 data-path-to-node=\"13\">\u2709\ufe0f Pasul 3: Trimiterea invita\u021biilor c\u0103tre clien\u021bi<\/h3><ol start=\"1\" data-path-to-node=\"14\"><li><p data-path-to-node=\"14,0,0\">Ap\u0103sa\u021bi butonul <b data-path-to-node=\"14,0,0\" data-index-in-node=\"16\">Adaug\u0103 companiile<\/b>.<\/p><\/li><li><p data-path-to-node=\"14,1,0\">Sistemul va afi\u0219a denumirile \u0219i CUI-urile companiilor<a href=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-1.jpg\"><img decoding=\"async\" class=\"alignnone size-large wp-image-2333\" src=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-1-1024x302.jpg\" alt=\"\" width=\"900\" height=\"265\" srcset=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-1-1024x302.jpg 1024w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-1-300x88.jpg 300w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-1-768x226.jpg 768w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-1-1536x453.jpg 1536w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-1.jpg 1587w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/a>.<\/p><\/li><li><p data-path-to-node=\"14,2,0\"><b data-path-to-node=\"14,2,0\" data-index-in-node=\"0\">Completare date:<\/b> Introduce\u021bi pentru fiecare client numele reprezentantului, adresa de e-mail \u0219i telefonul.<\/p><\/li><li><p data-path-to-node=\"14,3,0\">Asocia\u021bi conturile cu firma dumneavoastr\u0103 de contabilitate \u0219i ap\u0103sa\u021bi <b data-path-to-node=\"14,3,0\" data-index-in-node=\"70\">Trimite invita\u021bie<\/b>.<br \/><br \/><a href=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-2.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-2332\" src=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-2-1024x513.jpg\" alt=\"\" width=\"900\" height=\"451\" srcset=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-2-1024x513.jpg 1024w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-2-300x150.jpg 300w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-2-768x385.jpg 768w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-2-1536x770.jpg 1536w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-2-1000x500.jpg 1000w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/import-portofoliu-2.jpg 1590w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/a><\/p><\/li><\/ol><blockquote data-path-to-node=\"15\"><p data-path-to-node=\"15,0\">\u26a0\ufe0f <b data-path-to-node=\"15,0\" data-index-in-node=\"3\">Aten\u021bie:<\/b> Procedura trimite notific\u0103ri clien\u021bilor, \u00eens\u0103 crearea efectiv\u0103 a contului \u0219i acceptul de colaborare r\u0103m\u00e2n \u00een sarcina \u0219i la latitudinea acestora.<\/p><\/blockquote><h3 data-path-to-node=\"16\">\u23f3 Pasul 4: Ac\u021biunea clientului<\/h3><ul data-path-to-node=\"17\"><li><p data-path-to-node=\"17,0,0\">Clientul prime\u0219te un e-mail de invita\u021bie.<\/p><\/li><li><p data-path-to-node=\"17,1,0\">La crearea contului (prin validarea link-ului primit), compania acestuia se va ad\u0103uga <b data-path-to-node=\"17,1,0\" data-index-in-node=\"86\">instantaneu<\/b> \u00een portofoliul lui, f\u0103r\u0103 a mai fi nevoie s\u0103 introduc\u0103 manual datele firmei.<\/p><\/li><\/ul><p>\u00a0<\/p><h3 data-path-to-node=\"18\">\ud83e\udd1d Pasul 5: Finalizarea \u0219i verificarea conexiunii<\/h3><p data-path-to-node=\"19\">Pentru a activa colaborarea:<\/p><ol start=\"1\" data-path-to-node=\"20\"><li><p data-path-to-node=\"20,0,0\">Clientul trebuie s\u0103 acceseze meniul <b data-path-to-node=\"20,0,0\" data-index-in-node=\"36\">Notific\u0103ri \u0219i Invita\u021bii<\/b> (sau clopo\u021belul din bara de sus). <a href=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/notificari.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2334\" src=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/02\/notificari.jpg\" alt=\"\" width=\"280\" height=\"50\" \/><\/a><\/p><\/li><li><p data-path-to-node=\"20,1,0\">Clientul va da <b data-path-to-node=\"20,1,0\" data-index-in-node=\"15\">Accept<\/b> invita\u021biei de colaborare transmise de dumneavoastr\u0103.<br \/><br \/><a href=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/01\/administrare-invitatii-2.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-1949\" src=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/01\/administrare-invitatii-2-1024x352.jpg\" alt=\"\" width=\"900\" height=\"309\" srcset=\"https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/01\/administrare-invitatii-2-1024x352.jpg 1024w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/01\/administrare-invitatii-2-300x103.jpg 300w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/01\/administrare-invitatii-2-768x264.jpg 768w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/01\/administrare-invitatii-2-1536x528.jpg 1536w, https:\/\/conta365.ro\/tutoriale\/wp-content\/uploads\/2026\/01\/administrare-invitatii-2.jpg 1577w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/a><\/p><\/li><li><p data-path-to-node=\"20,2,0\"><b data-path-to-node=\"20,2,0\" data-index-in-node=\"0\">Verificare:<\/b> \u00cen meniul dumneavoastr\u0103 de <b data-path-to-node=\"20,2,0\" data-index-in-node=\"39\">Administrare companii<\/b>, ve\u021bi vedea acum:<\/p><ul data-path-to-node=\"20,2,1\"><li><p data-path-to-node=\"20,2,1,0,0\">Firmele proprii (de contabilitate).<\/p><\/li><li><p data-path-to-node=\"20,2,1,1,0\">Firmele colaboratoare (clien\u021bii care au acceptat invita\u021bia).<\/p><\/li><\/ul><\/li><\/ol><p>\u00a0<\/p><hr data-path-to-node=\"21\" \/><h3 data-path-to-node=\"22\">\ud83d\udee0\ufe0f Ceva nu func\u021bioneaz\u0103? Check-list rapid:<\/h3><ul data-path-to-node=\"23\"><li><p data-path-to-node=\"23,0,0\"><b data-path-to-node=\"23,0,0\" data-index-in-node=\"0\">Activitate:<\/b> Verifica\u021bi dac\u0103 firma dumneavoastr\u0103 este setat\u0103 ca &#8220;Furnizor de servicii contabilitate&#8221;.<\/p><\/li><li><p data-path-to-node=\"23,1,0\"><b data-path-to-node=\"23,1,0\" data-index-in-node=\"0\">Conexiune:<\/b> Asigura\u021bi-v\u0103 c\u0103 integrarea RO e-Factura este activ\u0103 (bifa verde). F\u0103r\u0103 ea, portofoliul nu poate fi interogat.<\/p><\/li><li><p data-path-to-node=\"23,2,0\"><b data-path-to-node=\"23,2,0\" data-index-in-node=\"0\">Comunicare:<\/b> Anun\u021ba\u021bi clien\u021bii c\u0103 vor primi acest e-mail. Invita\u021biile expir\u0103 automat dup\u0103 <b data-path-to-node=\"23,2,0\" data-index-in-node=\"89\">15 zile<\/b>.<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>\ud83d\udcc1 Import Portofoliu Clien\u021bi Existenti Acest procedeu permite firmelor de contabilitate s\u0103 \u00ee\u0219i invite clien\u021bii actuali pe platforma Conta365. Procesul presupune identificarea automat\u0103 a companiilor pe baza certificatului digital \u00eenregistrat la ANAF, invitarea clien\u021bilor s\u0103 \u00ee\u0219i creeze cont \u0219i acceptarea parteneriatului de colaborare. \ud83d\udccb Cerin\u021be preliminare \u00cenainte de a \u00eencepe, asigura\u021bi-v\u0103 c\u0103: Profilul Firmei: Ave\u021bi [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"aikb_category":[29],"aikb_tag":[],"class_list":["post-2329","aikb","type-aikb","status-publish","format-standard","hentry","aikb_category-module-si-proceduri-specifice"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Import Portofoliu Clien\u021bi Existenti - Conta365.ro<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/conta365.ro\/tutoriale\/articol\/import-portofoliu-clienti-existenti\/\" \/>\n<meta property=\"og:locale\" content=\"ro_RO\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Import Portofoliu Clien\u021bi Existenti - Conta365.ro\" \/>\n<meta property=\"og:description\" content=\"\ud83d\udcc1 Import Portofoliu Clien\u021bi Existenti Acest procedeu permite firmelor de contabilitate s\u0103 \u00ee\u0219i invite clien\u021bii actuali pe platforma Conta365. 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