First, go to Truss Prep, and click on the Gear Icon ⚙️:

You'll be prompted to upload a .zip of your data file and initialize the Tax Year.
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Here are the instructions:

In your computer or server that holds the Lacerte data, navigate to C:\Lacerte\25TAX (or whatever the CURRENT tax year is).

Then, right-click on the IDATA folder. In the Windows Menu, go down to "Compress to...", and select "ZIP File".

This may take a few minutes to zip for large files.

Upload the resulting ZIP file to Truss via the Gear in Truss Prep and then click Initialize Year. We will set up the workspace and notify you when it is completed.
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NOTE: Client IDs are required to be entered in Truss that match the client ID in your tax software. This is the connecting data piece.
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You can watch this loom for how to generate the .DAT files to import:

Drop the file into Truss when ready.