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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.
Profile T1  I  Profile T2
Exporting Clients From Profile T1
STEP 1
Export Profile T1 Screenshot (Step 1)
From the main menu in Client Track, go to Import Data > ...From T1 Tax> Import from Profile T1.
STEP 2
Export Profile T1 Screenshot (Step 2)
1) Click Browse and select the Profile T1 folder location from your computer.
2) Click Next.
Export Profile T1 Screenshot (Step 2)
3) Check off which Profile T1 file(s) you want to import and click Next.
STEP 3
Export Profile T1 Screenshot (Step 3)
1) Select Import the husband and wife into Client Track as two seperate entries.
2) Click More Business Import Options.
Export Profile T1 Screenshot (Step 3)
3) Check off Duplicate for Duplicate Business Client Entries and then select 'Match by any
     of the above' and Update client information.
4) Click Next two times and then click Finish to complete the import.
5) After import has been successful, click Ok.
Exporting Clients From Profile 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 Profile T2.
STEP 2
Export CANTAX T2 Screenshot (Step 2)
1) Click Browse and select the Profile T2 folder location from your computer.
2) Click Next.
Export CANTAX T2 Screenshot (Step 3)
3) Check off which Profile T2 file(s) you want to import and click Next.
STEP 3
Export CANTAX T2 Screenshot (Step 3)
1) Check off Duplicate for Duplicate Business Client Entries and then select'Match by
     Business numbers' and Update client information.
2) Click Next two times and then click Finish to complete the import.
3) After import has been successful, click Ok.
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Have questions? Contact us at 1-866-423-8525 or by email at support@clienttrack.ca