This is an optional way for migrating your client list, you can add other details that are not available via your software exported details (ie "Managed AS)
(see attached template) - We only import fields which are in the pattern
- Client Name > should be the complete name (e.g. Adams, Rachel Elizabeth)
- Company/Trust/Partnership > full (ABC Pty Ltd)
- Trading Name > Trading name
- Numbers like phone, BSB > if you enter a number in Excel cell it treats it as number like 041231232 will be converted to 41231232. The easy way to handle it is to add spaces like convert 041231232 to 0 41231232 or 041 231 232 then it will not remove the zeros.
- Reference means client code
- Client type means entity Type
- Manage AS / Fee from Refund / Is active > Write Y for yes and N for no.
Direct Client Import / Migration (Software: Xero, Handitax, Software Assistant)
Client Migration Process (Software NOT supported) - LodgeiT team will assist you