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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 Visual Tax
STEP 1
Export Excel Screenshot (Step 1)
1) On your computer, go to the 'Start' menu and click Computer on right side.
2) Click on the (C:) Drive, double-click Program Files and then Visual Tax folder.
3) Click Data folder and select which DBF file you want to export from T1 or T2 folder.
Note: Your computer may not show file extensions, thus, you need to right-click the file to make
sure it is indeed a DBF file (see above).
STEP 2
Export Excel Screenshot (Step 2)
1) Open up Microsoft Excel on your computer and open the DBF file you want to export.
2) In Excel, click the Office icon from main menu.Go to Save As and select Excel Workbook.
3) Locate the saved export file and proceed to Step 3 below.
STEP 3
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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