Client Import allows the user to migrate client list from accounting software to their own LodgeiT account. 

To access it, the user must be an administrator and have permission to edit clients

 

LodgeiT currently support client import from following software providers: LodgeiT,  Xero Tax, Software Assistant, and Handitax.

(For the other software providers not mentioned, please refer to this guide)

 

Migration process:

1. Extract your client list, refer to the following  guide to learn more -

LodgeiT custom template (see attached excel template) - User can use this template/guide to fill the client file and then import the file to "Import" page

Xero Tax

Handitax 

Software Assistant 


Note: Exported data from the accounting systems has its own format and users should not change them.


2. Once you have the data ready, proceed to import-


Select "Clients"

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Press "Import"


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Select the source -

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3. Example of the dashboard with migrated client list- 

Note: 

LodgeiT NEVER overwrite/update existing client details and if similar client is found by ABN, TFN, ACN or reference number in the user's client list, then,  the client from the file will not be imported and will be marked as SKIPPED.


If you have encountered and error during migration,  it will not be imported and will be marked as "ERROR". 

All SKIPPED and ERROR records are available for download by link against the row in the dashboard. By clicking "Download X skipped" or "Download X errors" LodgeiT generates the csv file of our custom format, containing "Error" columns so user can easily change/fix required data and import this file back to LodgeiT.


For security purposes, we will remove all imported files after 7 days.