Please see below guidelines and the process on collecting/extracting client list -
1. Export your client list via CSV
Consider the following details (needs to select required columns from the Software Assistamt export page)
*It is a user's advantage to fill as much info as needed to avoid typing manually for each of your clients.
Via Software Assistant-Thomson Reuters-
Select "File", then press Export data > Marked client/s
Hover to client list and right click and select "Mark/Unmark clients"
Select "All clients" > "Execute"
It will show like this with a green check
Navigate back to "File" > "Export data" and press "Client list"
Select/choose the line items that you want to extract
Press the double arrow and categories will transfer to the right box. Press "EXPORT"
Save as "Comma separated files (CSV)"
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"
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