TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

XERO INTEGRATION – coming soon

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Document

CRM (Advanced): Import Contacts From Your Email Application

CRM (Advanced): Import Contacts From Your Email Application
4 Min

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

Read more

Document

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