Export Instructions
Make sure you are on the HomeBase client view, not in a client.
Select HomeBase at the top of the program window.
Select Export Contacts.
Select OK.
Exported HomeBase Views and CSV file Details:
ProSeries Basic Edition 2015 and prior do not support exporting of HomeBase views or client data.
Prior to ProSeries 2011, it was not a supported function to export customized HomeBase views from any ProSeries edition.
When ProSeries creates the CSV file, it includes the contact information for all the clients that are included in the HomeBase view.
The CSV file does not include any tax return data.
The Street Address column is not included in the default HomeBase view and must be added to a custom HomeBase view in order to be exported (ProSeries Professional Edition Only).
Data Disclaimers:
Data should include first names, last names, account/client names, email addresses, phone numbers, and entity types.
Email addresses are extremely important. This is how you will send your invites to Liscio. Please include as many as possible!
Do not send data files via email.
The cleanliness of data uploaded depends on the cleanliness of the source data.
If data is in all caps, we will convert to proper case. Please know names such as "MCDONALD" will convert to "Mcdonald".
Mobile numbers must be classified as such in order to go under the Mobile Phone category.
If no entity types (i.e. S-Corp, Partnership, Trust, etc.) are listed, accounts/clients will default to Individual or Organization.
Contacts cannot share an email address.
Phone numbers without area codes cannot be imported.
Duplicate Account Names and Contact Names can occur if they exist in source data.
Certain fields, such as Bank Account, Notes, or Birthdates, cannot be imported.