| 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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| Exporting Clients From Maximizer |
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| STEP 1 |
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| From the main menu in Maximizer, go to Icon > Import/Export... > Export > . |
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| STEP 2 |
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| 1) Name export file and click to save the file to. |
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| 2) Select as format and click . |
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| 3) Select and click . |
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| STEP 3 |
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| In the 'Select Fields to Export' window, click Add on field names you want to include and click . |
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| Note: The order of the export fields do not matter because the field can be mapped in Client Track. |
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| STEP 4 |
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| After export has been finished, click the link below to import file into Client Track. |
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| > To import text/CSV file into Client Track, click here. |
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