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Can I import client data updates into Lacerte

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Level 2
last updated ‎July 29, 2020 5:06 PM

I cannot find a way to import client data changes into Lacerte? For example, we use a CRM to handle client information. Client moves, changes email addresss, new phone number (whatever, different contact info) and we make the update in our CRM during the year. Now it's new tax season time and we need to send out the organizers and such to the clients. Many have different contact info in our CRM that what was in Lacerte from the prior year. I can export from my CRM to CSV, but can I not import into Lacerte the updated data?

Alternatively, isn't there a simpler way to export all client information to CSV from Lacerte other than selecting each available field one at a time and clicking the "over" button on the Export client tool?

 

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Level 15
last updated ‎July 29, 2020 5:06 PM
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