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Importing Clients' Information
Before importing your clients into Clear Biz, you must export your clients' information first
from one of the software packages listed on the left side of the menu.
Follow the instructions below on how to export your clients' information into a text/CSV file.
Exporting Clients From Lacerte
STEP 1
Export Lacerte Screenshot (Step 1)
From the main menu in Lacerte, go to Client > Client Type.
STEP 2
Export Lacerte Screenshot (Step 2)
Select a client folder from left sidebar and select which clients to export from list.
STEP 3
Export Lacerte Screenshot (Step 3)
From the main menu, go to Client > Export > Export to File.
STEP 4
Export Lacerte Screenshot (Step 4)
1) Choose destination to save export file to and name the file.
2) Export as Comma Delimited (csv) and select which fields under the 'Available' category to
    export into the display area. (see above)
3) Click Ok to export file.
STEP 5
After export has been finished, click the link below to import file into Clear Biz.
> To import text/CSV file into Clear Biz, click here.
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Have questions? Contact us at 1-866-423-8525 or by email at sales@clear-biz.com