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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 Simply Into Text/CSV File (A) |
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Step 1 |
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In menu, go to
File > Import/Export
> Export Records |
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Step 2 |
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1) Select Export records to a Simply Accounting import file format.
2) Click Next. |
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Step 3 |
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1) Select Customers as type of record to export.
2) Create export export file name and click Browse to save to.
3) Click Next. |
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Step 4 |
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Select which customers you want to export and click Next. |
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Step 5 |
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Click Finish to complete exporting file. |
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Step 6 |
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To import your Simply export file into Client Track, follow the instructions
here. |
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Exporting Your Clients From Simply Into Text/CSV File (B) |
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Step 1 |
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From menu, go to
Reports > Lists
> Customers |
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Step 2 |
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Go through the Customer List options on sidebar and click Ok. |
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Step 3 |
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In menu, go to
File > Export |
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Step 4 |
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1) Name export file and select Comma seperated (.csv) as save export type from
drop-down list as shown above.
2) Click Save. |
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Step 5 |
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To import Simply Accounting export file into Client Track, follow the instructions
here. |
