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Importing Clients From
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Importing Clients From
Before importing clients into Client Track, you must export your clients' info
first from selected software on left side and follow the instructions below.
Simply Accounting (Method A)  I  Simply Accounting (Method B)
Exporting Your Clients From Simply Into Text/CSV File (A)
Step 1
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beight_lcorner In menu, go to File > Import/Export > Export Records
Step 2
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1) Select Export records to a Simply Accounting import file format.
2) Click Next.
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.
Step 4
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Select which customers you want to export and click Next.
Step 5
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Click Finish to complete exporting file.
Step 6
To import your Simply export file into Client Track, follow the instructions here.
Exporting Your Clients From Simply Into Text/CSV File (B)
Step 1
simply_oneb_screenshot
beight_lcorner From menu, go to Reports > Lists > Customers
Step 2
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Go through the Customer List options on sidebar and click Ok.
Step 3
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beight_lcorner In menu, go to File > Export
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.
Step 5
To import Simply Accounting export file into Client Track, follow the instructions here.
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