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Our support staff strives in giving high level of quality support to our Client Track customers through FAQs,
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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.
Exporting Clients From MS Outlook
STEP 1
Synchronize with Outlook Screenshot (Step 1)
From the main menu in Client Track, go to 'File' > Synchronize with MS Outlook.
STEP 2
Synchronize with Outlook Screenshot (Step 2)
Select Synchronize your Companies and Contacts and click Next..
STEP 3
Synchronize with Outlook Screenshot (Step 3)
1) Select Synchronize your information from Outlook to Client Track (2nd option).
2) Click Advanced Options.
STEP 4
Synchronize with Outlook Screenshot (Step 4)
Select the settings you want when importing contacts and click Back.
STEP 5
Synchronize with Outlook Screenshot (Step 5)
1) Check off the contacts you want to synchronize with and click Next.
2) After synchronization is complete, save the scheme (optional) and click Finish.
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Have questions? Contact us at 1-866-423-8525 or by email at support@clienttrack.ca