Collecting/extracting client list from Handisoft, see below "Categories/line items" that you may consider.


Guidelines and process for client migration-


1. Export your client list via CSV or Excel (as per above details)

Kindly, consider the important details ie: 

*It is a user's advantage to fill as much info as needed to avoid typing manually for each of your clients.


2. Once exported please give LodgeiT support a heads-up and will prepare a dropbox for you.


Please mention your/firm name and ABN.


Note, we also offer additional field that you may want to consider ie -

Click HERE to learn more about migration process


Let us know if you need further assistance.


Related Article:

Dropbox Security