| 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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| Note: Sage 50 Accounting was formerly 'Simply Accounting'. |
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| Sage 50 Accounting - (Method #1) I (Method #2) |
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| Exporting Clients From Sage 50 Accounting (Method #1) |
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| STEP 1 |
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| From the main menu in Sage 50, go to File > Import/Export > . |
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| STEP 2 |
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| Select and click . |
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| STEP 3 |
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| 1) Select as type of record to export. |
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| 2) Insert file name for export. Click to save export file to and click . |
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| STEP 4 |
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| Select customers you want to export and then click . |
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| STEP 5 |
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| 1) After customers have been exported, click . |
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| 2) Click to complete the export wizard. |
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| STEP 6 |
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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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| Exporting Clients From Sage 50 Accounting (Method #2) |
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| STEP 1 |
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| From the main menu in Sage 50, go to Reports > Lists > . |
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| STEP 2 |
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| Customize the settings for the report from left sidebar and then click . |
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| STEP 3 |
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| After the report has been generated, go to File > from the main menu. |
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| STEP 4 |
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1) Create name for export file.
2) From the drop-down list, select and click . |
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| STEP 5 |
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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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