![]() ![]() Now, you can leave the page the process continues on its own. If everything looks good, click Start Import. When you review mapping results, you’ll see the following: This does not begin the import process, and you can still return to this step if you’ve made any mistakes. Once you’ve finished mapping, click Continue. You can also add a new field by clicking the New field in the drop-down. For more details about contact custom fields, go here. ![]() If you choose Map to property, select the contact field from the drop-down. To start importing your contacts to TaxDome, review all column header names from your spreadsheet on the left, then choose either Do not import or Map to property in the drop-down. If you have column header names in your spreadsheet that match the TaxDome contact field names, they are automatically mapped. If no templates were created, our Default Tax Years template is automatically applied to the accounts. For more details about creating folder templates, go here. Folders and documents: If you use a custom folder structure for client documents, apply folder templates in bulk to the new accounts.Read more on account access in the article. Select which team members should also have account access. Assignees: New accounts are assigned to the person who imports them.If you haven’t created tags yet, learn how here. Tags: Select tags to identify the imported accounts.For more on portal access settings, go here. Linked contacts: Give portal access to new TaxDome accounts, decide who should receive system notifications, and whether you want to be able to view the user’s email from TaxDome.In this step, you can apply settings in bulk for all the imported accounts. You can also add a new field by clicking New field in the drop-down. If you choose Map to property, select the custom field from the list that matches. Review all column header names on the left, then choose either D o not import or Map to property in the drop-down. Map account fields: You can add any data from your spreadsheet as custom fields for your accounts. If the column header name is Account Name on your spreadsheet, it is automatically mapped to the TaxDome Account Name property because they have the same name.Ģ. Map Account Name: Select the column header name from your spreadsheet that corresponds to the TaxDome Account Name property. ![]() If you do want to create accounts, here’s how:ġ. Tip: Jump to the step 4 if you want to only import contacts and not create accounts. Enter only one contact per spreadsheet row, even when several contacts are linked to the same account.When you prepare a spreadsheet to do an import, follow these basic rules to ensure a smooth data transfer: Еach client account on TaxDome has one or more linked contacts.įor more details on how to set up different types of accounts, go here. Contacts are the actual people you interact with.Accounts are the entities you work for and that you bill, whether a company, business, organization (a nonpersonal account) or an individual (a personal account).When importing your data from ShareFile to TaxDome, remember that there’s a difference between Accounts and Contacts: Read more here about how to set it up and use it. Unpack the file to get access to the customers.csv file that includes your clients information.Īnother way to export your customer data from Wave is to use the Wave Connect add-on. A zip archive with data files will then be saved to your default download location. To export your client data from Wave to a CSV file, go to Settings, then to Data Export, and select Export all transactions as CSV. Import the Data from the CSV File to TaxDome Ready to get your clients off of Wave Software and onto TaxDome? Here, we show you how in three steps. ![]()
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