1. Click Reports.
2. Scroll down and select Customer Contact List.
3.Click the gear icon on the right-hand side.
4. Select the following columns:
Customer
Phone Numbers
Email
Full Name
Billing Address
Phone
Company Name
Billing Street
Billing City
Billing State
Billing Zip
Billing Country
Last Name
First Name
Customer Type OR Entity Type
5. Select the Export Icon.
6. Choose Export to Excel.
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.