| Importing Clients' Information |
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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. |
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| Follow the instructions below on how to export your clients' information into a text/CSV file. |
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| Profile T1 I Profile T2 |
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| Exporting Clients From Profile T1 |
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| STEP 1 |
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| From the main menu in Client Track, go to Import Data > ...From T1 Tax> . |
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| STEP 2 |
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| 1) Click and select the Profile T1 folder location from your computer. |
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| 2) Click . |
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| 3) Check off which Profile T1 file(s) you want to import and click . |
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| STEP 3 |
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| 1) Select . |
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| 2) Click . |
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3) Check off and then select 'Match by any
of the above' and . |
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| 4) Click two times and then click to complete the import. |
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| 5) After import has been successful, click . |
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| Exporting Clients From Profile T2 |
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| STEP 1 |
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| From the main menu in Client Track, go to Import Data > ...From T2 Tax> . |
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| STEP 2 |
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| 1) Click and select the Profile T2 folder location from your computer. |
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| 2) Click . |
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| 3) Check off which Profile T2 file(s) you want to import and click . |
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| STEP 3 |
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1) Check off and then select'Match by
Business numbers' and . |
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| 2) Click two times and then click to complete the import. |
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| 3) After import has been successful, click . |
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