CRM (Basic): Import a CSV File With Taxpayer and Spouse on One Row

When you export your client data from another software, you might see instances where a taxpayer and their spouse, as well as all their personal details, are on the same row on the CSV-file spreadsheet. Don’t waste time copying and pasting data between rows—instead, run the import tool twice. It’s way faster.

When you export your client data from another software, you might see instances where a taxpayer and their spouse, as well as all their personal details, are on the same row on the CSV-file spreadsheet. Don’t waste time copying and pasting data between rows—instead, run the import tool twice. It’s way faster.