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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.
DT Max T1  I  DT Max T2
Exporting Clients From DT Max T1
STEP 1
Export DT Max T1 Screenshot (Step 1)
1) Open up DT Max T1 and click the Client list tab to view all of your clients.
2) To select specific clients, click on a client and hold down Ctrl on your keyboard and click the
    next client. A yellow bar will appear to let you know that client has been 'marked'.
Note: To select ALL clients to export, go to Step 2 below.
STEP 2
Export DT Max T1 Screenshot (Step 2)
From the main menu in DT Max T1, go to File > Print > Client list.
STEP 3
Export DT Max T1 Screenshot (Step 3)
1) If specific clients were selected from Step 1, Marked Clients will be automatically selected as
    shown above. If not, select Current Client.
2) Under 'Destination', select Export to file - comma delimited.
3) Name the exported file (optional) and click Browse to find location to save export file to.
4) Click Select data to export.
Export DT Max T1 Screenshot (Step 3)
4) Check off all of the data fields shown above to export and click Ok.
5) Click Ok to complete export process.
STEP 4
Export DT Max T1 Screenshot (Step 4)
After file has been exported, click Close.
STEP 5
Export DT Max T1 Screenshot (Step 5)
1) Open up Client Track.
2) From the main menu, go to Import Data > ...T1 Tax Programs > Import from Dr.Tax T1
STEP 6
Export DT Max T1 Screenshot (Step 6)
1) In the Import Wizard, keep clicking Next to reach to Step 5 as shown above.
2) Click Open Dr.Tax Export File.
Export DT Max T1 Screenshot (Step 6)
3) Find the export file from Step 4 and click Open.
4) Click Finish to complete importing T1 file into Client Track.
Exporting Clients From DT Max T2
STEP 1
Export DT Max T2 Screenshot (Step 1)
1) Open up DT Max T2 and click the Client list tab to view all of your clients.
2) To select specific clients, click on a client and hold down Ctrl on your keyboard and click the
    next client. A yellow bar will appear to let you know that client has been 'marked'.
Note: To select ALL clients to export, go to Step 2 below.
STEP 2
Export DT Max T2 Screenshot (Step 2)
From the main menu in DT Max T2, go to File > Print > Save client list information.
STEP 3
Export DT Max T2 Screenshot (Step 3)
1) If specific clients were selected from Step 1, Marked Clients will be automatically selected as
    shown above. If not, select Current Client.
2) Under 'Destination', select Export to file - comma delimited.
3) Name the exported file (optional) and click Browse to find location to save export file to.
4) Click Select data to export.
Export DT Max T2 Screenshot (Step 3)
4) Check off all of the data fields shown above to export and click Ok.
5) Click Ok to complete export process.
STEP 4
Export DT Max T2 Screenshot (Step 4)
After file has been exported, click Close.
STEP 5
Export DT Max T2 Screenshot (Step 5)
1) Open up Client Track.
2) From the main menu, go to Import Data > ...T2 Tax Programs > Import from Dr.Tax T2
STEP 6
Export DT Max T2 Screenshot (Step 6)
1) In the Import Wizard, keep clicking Next to reach to Step 5 as shown above.
2) Click Open Dr.Tax Export File.
Export DT Max T2 Screenshot (Step 6)
3) Find the export file from Step 4 and click Open.
4) To avoid duplicate fields, check off Check For Duplicate Business Client Entries and select
    type of duplicate search.
5) Click Finish to complete importing T2 file into Client Track.
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