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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 Sage Timeslips
STEP 1
From the main menu in Sage Timeslips, go to File > Export.
STEP 2
Export Sage Timeslips Screenshot (Step 1)
1) Select Create a completely new user-defined Export Template as shown above.
2) Click Next two more time to get to options on starting a new template. Click Next on the
    clients contacts window to proceed to Step 3 below.
STEP 3
Export Sage Timeslips Screenshot (Step 2)
After the export template has been created, click Open Report Entry.
STEP 4
Export Sage Timeslips Screenshot (Step 3)
1) Under 'Filter Groups', select Client from drop down list.
2) Click Client Selection from list and then click > to add item to the table.
Export Sage Timeslips Screenshot (Step 3)
3) After item has been added, check off which clients you want to export under 'Nickname 1'
    column as shown above and then click Ok.
4) In the previous window above, select Microsoft Excel file besides 'Print to' and click Print.
    This will create an export file in Excel that you can import into Client Track.
Note: There is no 'Select All' option, therefore, you will need to manually add clients.
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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