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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 CCH ProSystem fx Tax
STEP 1
Export ProSystem Screenshot (Step 1)
From the main menu in ProSystem, go to HomeBase > Export Contacts. Click Yes to continue
the export in the popup warning window.
STEP 2
Export ProSystem Screenshot (Step 2)
After export has been completed, click Ok.
STEP 3
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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