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.