Exporting your client list from Outlook

  1. Log in to your Outlook.com account.
  2. Go to your contacts.
  3. From People, select Manage > Export.
  4. If you choose Option 1 (Self Service), copy and paste your data into the appropriate tabs and fields within the import file.
  5. If you choose Option 2 (Assisted), review your export, remove any duplicates, clean up your list and upload your file to this secure Dropbox.

Note: If any of these steps are different from what you see on your screen, search Microsoft Outlook.com help for the latest address book export instructions.

Exporting your client list from Gmail

  1. Log in to your Gmail account.
  2. From the list on the left side of the page, click Contacts.
  3. Select More actions > Export.
  4. Choose to export using Outlook CSV format (for importing into Outlook or another application).
  5. If you choose Option 1 (Self Service), copy and paste your data into the appropriate tabs and fields within the import file.
  6. If you choose Option 2 (Assisted), review your export, remove any duplicates, clean up your list and upload your file to this secure Dropbox.

Note: If any of these steps are different from what you see on your screen, search Gmail help for the latest address book export instructions.


Exporting your contacts from Canopy

  1. Click the Options icon in the top, right corner of your Contacts screen.
  2. Click Export All Contacts.
  3. A CSV file will automatically start to download to your computer
  4. Check your computer’s Downloads folder to locate the file.
  5. If you choose Option 1 (Self Service), copy and paste your data into the appropriate tabs and fields within the import file.
  6. If you choose Option 2 (Assisted), review your export, remove any duplicates, clean up your list and upload your file to this secure Dropbox.

Exporting your client list from Xero Practice Manager

  1. Open XPM.
  2. In the Business menu, select Settings.
  3. Under Connections, click Export.
  4. Under Options, for File Type, select Generic - Clients.
  5. Do not change any other settings. Scroll down and click Export.
  6. Scroll down to Export Result and click Click to download export file.
  7. Practice Manager will download all your company's clients in a CSV file to your computer.
  8. Repeat Steps 2 - 6 for Generic - Contacts.
  9. If you choose Option 1 (Self Service), copy and paste your data into the appropriate tabs and fields within the import file.
  10. If you choose Option 2 (Assisted), review your export, remove any duplicates, clean up your list and upload your file to this secure Dropbox.

Note: If any of these steps are different from what you see on your screen, search Practice Manager help for the latest client export instructions.

Exporting your client list from QuickBooks Online

  1. Sign in to QBO.
  2. Click Reports and search Customer Contact List.
  3. Click on Customize, in the top left corner.
  4. Click Change Columns. This will allow you to choose the columns you need for your spreadsheet, including Website.
  5. Make any additional customizations needed to capture all your data.
  6. Click Run Report.
  7. Click Export and choose excel or .CSV.
  8. If you choose Option 1 (Self Service), copy and paste your data into the appropriate tabs and fields within the import file.
  9. If you choose Option 2 (Assisted), review your export, remove any duplicates, clean up your list and upload your file to this secure Dropbox.

Exporting your client list from CCH Axcess

  1. Open Return Manager.
  2. In the Quick Search criteria, set filters to All.
  3. Click Go.
  4. Press Control + A to select all client IDs.
  5. Click the Home tab.
  6. Click Export Grid.
  7. If you choose Option 1 (Self Service), copy and paste your data into the appropriate tabs and fields within the import file.
  8. If you choose Option 2 (Assisted), review your export, remove any duplicates, clean up your list and upload your file to this secure Dropbox.

Exporting your client list from CCH Workflow

  1. Click File > CT Import/Export > Export.
  2. In the Select client(s) to export window, search for the client by:
  3. Name: Enter the company name in the Name box or click the Name column header to sort the list alphabetically.
  4. Client Code: Enter the client code in Code or click the Client Code column header to order by number or alphabetically.
  5. Use the vertical scroll bar to scroll up and down the list.
  6. Group: Enter the name of the Group(s) to filter the list of clients to groups only.
  7. Choose the Client(s) by selecting the check box to the left of each individual Client Code, and then click Next at the right of the bottom menu bar.
  8. To choose All Clients, select the check box to the left of the Client Code column header on the top menu bar.
  9. In the Select export file window, select where you want to save the file to by clicking on either (Click here to select an export file) or (Browse). A new Save As window opens.
  10. If you choose Option 1 (Self Service), copy and paste your data into the appropriate tabs and fields within the import file.
  11. If you choose Option 2 (Assisted), review your export, remove any duplicates, clean up your list and upload your file to this secure Dropbox.

Exporting your client list from OfficeTools

  1. Go to Contacts>Import/Export Contacts>Excel Importer>Export.
  2. Check the boxes of the fields you want included in the file.
  3. You can filter the contacts info to be exported by Contact Type and Entity Type.
  4. If you choose Option 1 (Self Service), copy and paste your data into the appropriate tabs and fields within the import file.
  5. If you choose Option 2 (Assisted), review your export, remove any duplicates, clean up your list and upload your file to this secure Dropbox.

Exporting your client list from Thomson Reuters - Practice CS

  1. Go to File > Export.
  2. Mark the Other checkbox, located at the top of the Export Clients window, for the option "Export Clients To:"
  3. Click the More button to the right of the blank Other field, and browse to the location which you want to save the file.
  4. Name the file, and verify the Save as type field shows, ".csv or .xlsx".
  5. Select the clients that you would like to export.
  6. If you choose Option 1 (Self Service), copy and paste your data into the appropriate tabs and fields within the import file.
  7. If you choose Option 2 (Assisted), review your export, remove any duplicates, clean up your list and upload your file to this secure Dropbox.

Exporting your client list from another system

  1. Refer to your current solution provider for export instructions.
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