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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.
Note: Sage 50 Accounting was formerly 'Simply Accounting'.
Sage 50 Accounting - (Method #1)  I  (Method #2)
Exporting Clients From Sage 50 Accounting (Method #1)
STEP 1
Export Sage 50 Screenshot - Method #1 (Step 1)
From the main menu in Sage 50, go to File > Import/Export > Export Records.
STEP 2
Export Sage 50 Screenshot - Method #1 (Step 2)
Select Export records to a Sage 50 import file format and click Next.
STEP 3
Export Sage 50 Screenshot - Method #1 (Step 3)
1) Select Customers as type of record to export.
2) Insert file name for export. Click Browse to save export file to and click Next.
STEP 4
Export Sage 50 Screenshot - Method #1 (Step 4)
Select customers you want to export and then click Next.
STEP 5
Export Sage 50 Screenshot - Method #1 (Step 5)
1) After customers have been exported, click Ok.
Export Sage 50 Screenshot - Method #1 (Step 6)
2) Click Finish to complete the export wizard.
STEP 6
After export has been finished, click the link below to import file into Client Track.
> To import text/CSV file into Client Track, click here.
Exporting Clients From Sage 50 Accounting (Method #2)
STEP 1
Export Sage 50 Screenshot - Method #2 (Step 1)
From the main menu in Sage 50, go to Reports > Lists > Customers.
STEP 2
Export Sage 50 Screenshot - Method #2 (Step 2)
Customize the settings for the report from left sidebar and then click Ok.
STEP 3
Export Sage 50 Screenshot - Method #2 (Step 3)
After the report has been generated, go to File > Export from the main menu.
STEP 4
Export Sage 50 Screenshot - Method #2 (Step 4)
1) Create name for export file.
2) From the drop-down list, select Comma seperated (.csv) and click Save.
STEP 5
After export has been finished, click the link below to import file into Client Track.
> To import text/CSV file into Client Track, click here.
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Have questions? Contact us at 1-866-423-8525 or by email at support@clienttrack.ca