Come importare CRM dati da...
Guides on how to import your CRM data from different systems.
Esporta l'elenco dei tuoi clienti dal tuo software attuale
Best practices for generating a CSV file for CRM import.
Come spostare i dati da Sharefile a TaxDome
Easily transfer your client data and documents from ShareFile to TaxDome
Come importare da 17hats
Export contacts from 17hats, prepare your CSV, and import into TaxDome.
Come importare da Aero
Export contacts from Aero as CSV, prep the file by mapping accounts and contacts, then import to TaxDome.
Come importare da Karbon
Esporta l'elenco dei tuoi clienti da Karbon , prepara il tuo CSV con mappato accounts e contatti.
Come importare da Practice Perfect
Export your client list from Practice Perfect to CSV, prep it with accounts and contacts.
Come importare da TaxAct
Export clients from TaxAct to CSV, prep your data for accounts and contacts, then import to TaxDome.
Come importare da CCH ProSystem
Export your clients from CCH ProSystem to CSV, prep your file with accounts and contacts.
Come importare da TaxSlayer Pro
Export your client list from TaxSlayer Pro to a CSV, prepare your file with accounts and contacts.
Come importare da SmartVault
Esporta l'elenco dei tuoi clienti da SmartVault in un CSV, prepara i tuoi dati con accounts e contatti.
Come importare da GoToConnect
Esporta gli utenti da GoToConnect, convertili in CSV, quindi caricali e mappali TaxDome .
Come importare da CrossLink Professional
Export your client list from CrossLink Professional as a CSV, then upload and map it in TaxDome.
Come importare da Wave
Esportare i dati del cliente da Wave come CSV, quindi caricarli, mapparli e importarli in TaxDome .
Come importare da Xero
Esporta l'elenco dei tuoi clienti da Xero come CSV, quindi importalo in TaxDome .
Come importare da Senta
Esporta i dati dei tuoi clienti da Senta come CSV, quindi importali in TaxDome .
Come importare da ShareFile
Esporta l'elenco dei tuoi clienti da ShareFile come CSV, quindi importalo in TaxDome .
Come importare da Drake
Export your client list from Drake as a CSV, then upload to TaxDome.
Come importare da ATX
Export your client list from ATX as a CSV, then upload it to TaxDome.
Come importare da CCH Axcess
Export your client list from CCH Axcess to CSV, prep it for import, upload it to TaxDome.
Come importare da CountingWorks PRO
Esporta l'elenco dei tuoi clienti da CountingWorks PRO in CSV, prepara il file con i contatti e account informazioni.
Come importare da e-Form RS
Export your client list from e-Form RS to Excel, save it as a CSV, prepare your contacts and account data.
Come importare da GMail (Contatti Google)
Esporta il tuo elenco contatti da Google Contatti come CSV, formattalo per TaxDome .
Come importare da Jetpack flusso di lavoro
Export your client list from Jetpack Workflow as a CSV file, format it for TaxDome.
Come importare da OfficeTools
Export your client list from OfficeTools as a CSV and format the data.
Come importare da Practice CS
Export your client list from Practice CS as an XML file, convert it to CSV, then import to TaxDome.
Come importare da ProSeries
Export your client list from ProSeries as a CSV, then upload and map it in TaxDome.
Come importare da QuickBooks Scrivania
Export your customer list from QuickBooks Desktop to Excel, save as CSV, then import to TaxDome.
Come importare da QuickBooks Online
Export your client list from QuickBooks Online using either the Customers or Reports page.
Come importare da Sage One (ora SBCA)
Export your client list from Sage One (SBCA) to CSV, prepare it by aligning account/contact data.
Come importare da TaxCalc
Export your client list from TaxCalc to CSV via Report Manager, prep the file by organizing accounts and contacts.
Esporta documenti da Drake
Esportare documenti da Drake raccogliendo le cartelle client dall'archivio.
How to import from Canopy
Esporta i tuoi contatti da Canopy, formatta il CSV, quindi caricalo e importalo in TaxDome .
Come importare da CCH flusso di lavoro
Export your client list from CCH Workflow, convert the file to CSV format.
Come importare da ClientWhys
Esporta l'elenco dei tuoi clienti da ClientWhys come file CSV e prepara i dati.
Come importare da Lacerte
Export your client list from Lacerte as a CSV file, and format it to match TaxDome's structure.
Come importare da Outlook (Desktop o Office 365)
Esporta i tuoi contatti di Outlook o Office 365 come file CSV e formattalo per TaxDome .
Come importare da UltraTax CS
Export your client list from UltraTax CS to CSV, then import and map data in TaxDome.