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Importing Clients' Information
Before importing your clients into Client Track, you must export your clients' information
first from one of the software packages listed on the left side of the menu.
Follow the instructions below on how to export your clients' information into a text/CSV file.
CANTAX T1  I  CANTAX T2
Exporting Clients From CANTAX T1
STEP 1
Export CANTAX T1 Screenshot (Step 1)
From the main menu in Client Track, go to Import Data > ...From T1 Tax> Import from CANTAX T1.
STEP 2
Export CANTAX T1 Screenshot (Step 2)
1) Click Save Export Template File.
Export CANTAX T1 Screenshot (Step 2)
2) Select destination to save .tpl file to on your computer and click Save.
STEP 3
Export CANTAX T1 Screenshot (Step 3)
Open up CANTAX T1 and click Export from the main menu.
STEP 4
Export CANTAX T1 Screenshot (Step 4)
1) For 'Export template', click Browse and find the saved .tpl file from Step 2 above.
2) For 'Export filename', click Browse. Select the destination to save file to and insert name of
    export file and click Save.
3) Under 'Output', check off Select files.
STEP 5
Export CANTAX T1 Screenshot (Step 5)
To export all T1 files, click Select All from right sidebar as shown above and click Export.
Note: To select certain T1 files to export, hold Ctrl key on keyboard while clicking on the files
from list and then click Export.
STEP 6
Export CANTAX T1 Screenshot (Step 6)
1) Repeat Step 1 to open up Import wizard in Client Track
2) Click Next. A warning pop-up will appear, click Yes to continue since template has been
    saved from Step 2 above.
3) Keep clicking Next until you reach Step 5 of the Import wizard as shown above.
4) Click Open CANTAX Export File.
Export CANTAX T1 Screenshot (Step 6)
5) Find the T1 export text file that was saved from Step 5 and click Open.
STEP 7
Export CANTAX T1 Screenshot (Step 7)
1) Check off Check For Duplicate Personal Tax Client Entries and select type of match
    and option for duplicates.
2) Click Finish to complete the import process.
Exporting Clients From CANTAX T2
STEP 1
Export CANTAX T2 Screenshot (Step 1)
From the main menu in Client Track, go to Import Data > ...From T2 Tax> Import from CANTAX T2.
STEP 2
Export CANTAX T2 Screenshot (Step 2)
1) Click Save Export Template File.
Export CANTAX T2 Screenshot (Step 3)
2) Select destination to save .tpl file to on your computer and click Save.
STEP 3
Export CANTAX T2 Screenshot (Step 3)
Open up CANTAX T2Plus and click Export from the main menu.
STEP 4
Export CANTAX T2 Screenshot (Step 4)
1) For 'Export template', click Browse and find the saved .tpl file from Step 2 above.
2) For 'Export filename', click Browse. Select the destination to save file to and insert name of
    export file and click Save.
3) Under 'Output', check off Select files.
STEP 5
Export CANTAX T2 Screenshot (Step 5)
To export all T2 files, click Select All from right sidebar as shown above and click Export.
Note: To select certain T2 files to export, hold Ctrl key on keyboard while clicking on the files
from list and then click Export.
STEP 6
Export CANTAX T2 Screenshot (Step 6)
1) Repeat Step 1 to open up Import wizard in Client Track
2) Click Next. A warning pop-up will appear, click Yes to continue since template has been
    saved from Step 2 above.
3) Keep clicking Next until you reach Step 5 of the Import wizard as shown above.
4) Click Open CANTAX Export File.
Export CANTAX T2 Screenshot (Step 6)
5) Find the T2 export text file that was saved from Step 5 and click Open.
STEP 7
Export CANTAX T2 Screenshot (Step 7)
1) Check off Check For Duplicate Business Client Entries and select type of match and
    option for duplicates.
2) Click Finish to complete the import process.
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Have questions? Contact us at 1-866-423-8525 or by email at support@clienttrack.ca