Please see below guidelines and the process on collecting/extracting client list -
1. Export your client list via CSV or Excel.
Consider the following details (needs to select required columns from the Handitax export page)
*It is a user's advantage to fill as much info as needed to avoid typing manually for each of your clients.
Handitax 2021 have following options to export clients:
Client list Detailed
Client list Extra Detailed
Note: Bank Details not included in Extract, you may contact Handitax Support and ask how to extract
2. The system will generate the csv file automatically and no need to modify it.
3. Once you have the exported file, navigate to LodgeiT and select "Clients"
Press "Import"
Select the Source and import the file.
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 file will not be imported and will be marked as SKIPPED.
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.
If you have encountered an error during migration, it will not be imported and will be marked as "ERROR".
Let us know if you need further assistance.
Related Article:
Direct Client Import / Migration (Software: Xero, Handitax, Software Assistant)
Client Migration Process (Software NOT supported) - LodgeiT team will assist you