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Support IMPORTING CLIENTS Text/CSV File Microsoft Excel Act! Maximizer Sage 50 Accounting QuickBooks Profile CANTAX DT Max Tax Prep Sage Timeslips Microsoft Outlook Transfer Business Clients to Personal Tax Section Getting Started FAQs Demo Videos Support Centre Contact Us 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 MS Excel STEP 1 From the main menu in Excel, go to Icon > Save As > Excel Workbook. STEP 2 Name file, select CSV (.csv) from drop-down list and then click Save. 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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