Importing clients from a CSV file

Eric Updated by Eric

  1. Click Utilities > Import > Import from Other Software > Import Clients from CSV from the menu bar.
  2. The Open dialog appears. Navigate to the location of the CSV file, select it, and click Open.
  3. The Import Clients dialog appears. Use the green pulldown menus above each column to identify the type of data that is contained therein.
  4. Click either Import Selected or Import All when finished.

How did we do?

How do I add email addresses or usernames for other users to grant them access to TaxTools WorkShop?

Importing clients from other CFS software into TaxTools WorkShop