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Export Client Lists from Your Current Software

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Exporting your client list into Canopy is a major first step to being successful during implementation. We’re here to help you expedite the process.

Skip ahead to the software you’ve been using to see our step-by-step instructions on how to export your client list to a CSV file (.csv). Once you have your exported file, you’ll be ready to import your client list to Canopy.

 

 

17hats

  1. You can export your Contacts into a CSV file from your "Contacts" or "Leads" pages.
  2. Once you've navigated to either the "Leads" or "Contacts" page, press the gear icon on the top right of the section.
  3. Then, select the "Export Contacts" option.

Atom

  1. Click Reports in the top-right.
  2. Select a report drop-down and click Client Export. 
  3. Change the applicable Start Date.
  4. Choose the practitioner.
  5. Choose All return types.
  6. Export to Excel. 
  7. Open your Chrome browser settings and select the Save page as from the More Tools pop-out.

8. Open your saved file in Excel.

Each client is duplicated based on Atom's tags. Migrating from Atom will require significant manual cleanup.

 

ATX

To export a client list from ATX to a CSV file:

  1. Mark the returns of the clients whose information you wish to appear in the Client List or click Mark All on the toolbar to mark all returns and include all clients.
  2. From the Return Manager, click on the Reports menu, then select Export Marked Client List.
  3. Enter a name for the file, browse to the desired export location for the file, then click Save. Your client data will be saved as CSV file.

CCH Axcess

To export your client list from CCH Axcess to a CSV file:

1. Open the Return Manager. In the Quick Search criteria, set filters to All, click Go, then press CTRL+A to select all client IDs.

2. Go to the Home tab, click Export Grid, select where you want to save the file, enter a file name, and click Save. Your contacts will then be downloaded to a CSV file.

 

Drake Software

  1. Click Reports.
  2. Click Report Manager.
  3. Click Client reports to expand the list.
  4. Click Client contact to expand the list.
  5. Click Address list (all clients).
  6. Click Edit report to select which fields you want to pull.
  7. Select all appropriate fields. (Refer to the templates and instructions above for guidance)
  8. Click Save.
  9. Click View Report.

Best Practice: Unselect all return types and run each report separately. Name each report with the associated entity type (1040,1065,1120,1120S, etc)

When importing, create the entity type as a tag column and add a business type column if preferred.

For more information/more detailed instructions, please refer to Drake's help materials. 

 

Jetpack Workflow

  1. Click on the Clients tab. 
  2. Select Export Clients in the top-left.

 

Karbon

If you have admin permission, your client data can be exported from Contacts by selecting the cloud icon and the data you would like to download. A spreadsheet will then be saved to your desktop.

Find detailed instructions here.

 

Lacerte

  1. Select all clients by pressing F3 on your keyboard. 
  2. Click Export in the top-left.
  3. Customize which fields you want to pull. Reference the formatting instructions and templates above for guidance.
    1. Please note: Lacerte does not pull column headers. Copy or screenshot your customized list before you close it.
  4. Repeat the export process for each entity type. 
  5. Name each report with an associated entity type (i.e. 1040, 1065, 1120, 1120S, etc.).

 

Practice CS

Practice CS lets you export the data for selected client accounts and the primary contact linked to each one. It cannot export data for additional or standalone contacts. To export your client list from Practice CS:

  1. Go to File, select Export, then select the clients you would like to export from the list.
  2. Select the Other checkbox under the Export Clients to section, then click the three-dots icon to select the location where you’d like the file to be saved and enter its name. Click Save.
  3. Click Export Selected in the bottom-right corner.

 

https://cs.thomsonreuters.com/ua/practice/cs_us_en/kb/exporting-client-and-client-contact-information.htm

 

ProConnect

  1. Click Clients on the left side.
  2. Click the Download icon in the top-right. 

Please note: This will not pull DOB or SSN information.

 

ProSeries

  1. Unmask SSN information.

    1. Click on the Tools tab.

    2. Choose Options.

    3. In General Settings, ensure that Mask data in Homebase is unselected.

  2. Click Homebase.
  3. Select Add/Edit Custom Views.
  4. Select which entity type you want to begin with.
  5. Input a name for the new custom view.
    1. For example: Canopy 1040
  6. On the right-hand side, select each information column you wish to import to Canopy.
    1. For guidance on which columns to include, refer to the import templates provided at the beginning of this article.
  7. After selecting all desired columns, click Save.
  8. Repeat steps 3-7, as needed, for each desired entity type.
  9. After creating all desired custom views, exit the current window. 
  10. On the left-hand side, select Homebase View and select the first custom view created in step 3. 
  11. On the home screen, click on the Homebase tab and select Export View.
  12. Repeat steps 10 and 11 for each entity type created.

 

Quickbooks Online (integration/sync)

Please refer to our Sync your Canopy account with QBO‍ help article.

 

Quickbooks Desktop

  1. Click Reports.
  2. Select Customers & Receivables.
  3. Click Client contact list. 
  4. Choose Customize report at the top of the page and select the appropriate fields. Reference the formatting instructions and templates above for guidance.
  5. Click Okay.
  6. Click the Export icon to download an Excel file.

OfficeTools

Please refer to their help materials.

http://www.officetools.com/wp-content/uploads/2013/07/ExcelIntegrationUserGuide.pdf

 

 

Onvio

Please refer to their provided help materials here.

 

 

ShareFile

To export client data from ShareFile to a CSV file:

  1. Go to Settings, then to Admin Settings.
  2. Select the Reporting section under the Company Account Info.
  3. Click the Create Report button, select Users, click Next, select Client under User Type, then select CSV under Generate. Click Create.
  4. Once your new report is ready click on its title in the list to download it.

 

Taxslayer Pro

  1. Navigate to the Account hub using the box icon next to your username.
  2. Click on Federal Return Summary Report.
  3. Select the date and your EFIN number.
  4. Click Run report.
  5. Customize the Column section. Reference the formatting instructions and templates above for guidance on what information to include.

When you check All it turns everything red. Select the columns you want to deselect.

 

Taxwise

  1. Navigate to support.taxwise.com.
  2. Click on Reports located under Preparer Solutions.
  3. Select Generate for your Client list.
  4. Click Refresh and you can download the CSV file.

Please note: This will not pull the DOB.

 

UltraTax Data Mining

  1. Click Utilities.
  2. Click Data Mining.
  3. Click Design Custom Reports.
  4. Add a name or description for the report.
    1. For example: 1040 Client List
  5. After selecting all required fields, proceed to Step 5 for SP info. 
  6. To get SP SSN information, click the Product drop-down menu.
    1. Switch to Federal.
    2. Select the Input Screen field.
    3. Click Select Fields.
  7. Click Okay.
  8. Click Done.
  9. On the left side, click Export to export the custom list you've created.
    1. Your custom list can typically be found at the bottom of the page.
    2. Please Note: The All Clients box (second box) must be selected for the export to function correctly.
  10. Click Continue.
  11. Select Excel followed by Export.

Xero

To export your client data from Xero to a CSV file:

  1. In the Contacts menu, select the contacts you want to export. 
  2. Click Export. Your contacts will then download as a CSV file on your computer.
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