There are two ways to import contacts to TaxDome:
- Import a CSV file (see our Import article): This option is preferred because you can add contacts along with accounts, and it will be linked automatically.
- Import a vCard file (below): This option allows you to import contacts from email applications only, but you won’t be able to customize.
To import your contacts fro
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CRM (Advanced): Import Contacts From Your Email Application
There are two ways to import contacts to TaxDome:
- Import a CSV file (see our Import article): This option is preferred because you can add contacts along with accounts, and it will be linked automatically.
- Import a vCard file (below): This option allows you to import contacts from email applications only, but you won’t be able to customize.
To import your contacts fro
