We can help you with Client Migration list.
Please see below guidelines and process.
1. Export your client list via CSV or Excel with the following fields:
You can also use this pattern Pattern for for Migration (note, we import only fields which are in the pattern)
2. Once exported please email firstname.lastname@example.org and request an import. (we will prepare and send you the link of the secured dropbox)
Email Subject: Request for Client list Import
ABN: (linked to the tax agent number.)
I'm done with my list, please provide Dropbox link.
3. LodgeiT will invite you to a secure Dropbox where you can share your client list