Importing Clients' Information |
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Before importing your clients into Clear Biz, 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 Lacerte |
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STEP 1 |
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 |
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From the main menu in Lacerte, go to Client > . |
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STEP 2 |
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 |
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Select a client folder from left sidebar and select which clients to export from list. |
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STEP 3 |
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 |
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From the main menu, go to Client > > . |
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STEP 4 |
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 |
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1) Choose destination to save export file to and name the file. |
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2) Export as Comma Delimited (csv) and select which fields under the 'Available' category to
export into the display area. (see above) |
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3) Click to export file. |
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STEP 5 |
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After export has been finished, click the link below to import file into Clear Biz. |
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> To import text/CSV file into Clear Biz, click here. |