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Before importing clients into Client Track, you must export your clients' information
first from selected software on left side and follow the instructions below. |
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| Exporting Your Clients From Maximizer into Client Track |
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Step 1 |
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In menu, go to
File > Export Address Book Entries |
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Step 2 |
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1) Name export file and click Browse to save the file to.
2) Select Comma Seperated Value from drop down list and then click Ok. |
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Step 3 |
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1) Create export file name and select CSV (.csv) from drop-down list.
2) Click Save. |
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Step 4 |
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Select which fields to export and then click Export. |
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Note: The order of export fields do not matter because you can map the fields in Client Track. |
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Step 5 |
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To import Maximizer export file into Client Track, follow the instructions
here. |
