Importa los datos de tus clientes a TaxDome

Nuestra herramienta de importación te permite transferir cuentas de clientes y datos de contacto a TaxDome para que puedas empezar a trabajar rápidamente desde tu portal web. Aquí, descubre cómo hacer tu importación inicial.

Importar clientes, explicado

Importar es una herramienta para transferir registros de clientes (divididos en cuentas y contactos ) desde tu CRM anterior a TaxDome. Te permite añadir cuentas y contactos de forma masiva, eliminando la necesidad de crearlos manualmente.

Para importar la lista de clientes, debes preparar el archivo CSV con antelación. Asegúrate de seguir nuestras instrucciones paso a paso al preparar el CSV para evitar perder registros de clientes.

Por defecto, solo empresa Propietario de la Empresa administrador importar clientes. Si deseas que los miembros del equipo puedan importar, dales derechos de acceso para Gestionar contactos.

Choosing the right import type

TaxDome import tool is flexible, allowing you to import not only all records at once but also specific types of records. For example, you can import only accounts without creating new ones to update CRM fields for existing clients. Below, we outline common import scenarios and options:

• Import accounts and contacts: Use this option to fully migrate your client base to TaxDome.

• Import accounts only (no contacts): Use this option if you already have accounts in TaxDome but want to add some CRM information in bulk. For example, you may want to add tags or account roles to existing accounts. Find the most common scenarios in a separate guide .

• Import contacts only (without accounts): Use this option to create new contacts without linking them to accounts. It may be useful if you have a list of potential clients or clients’ employees who need to be saved separately. This could be also used if you need to add additional custom CRM fields for the contacts.

A continuación te mostramos el proceso de importación de una migración completa de una base de datos de clientes. Se proporcionarán notas cuando las acciones difieran para otros tipos de importación.

Paso 1. cargar archivo CSV

On the first step of import you need to upload your prepared CSV file. Go to Clients > Accounts (or Clients > Contacts) from the left menu bar and click Import.

Haz clic en Examinar o arrastra y suelta el archivo CSV.

Paso 2. Crear cuentas

En el segundo paso crearás cuentas. A continuación encontrarás las descripciones de los ajustes más importantes.

Nombre de la cuenta del mapa

Select the column header name from your spreadsheet that corresponds to TaxDome’s Account Name property. If you used Account Name as the column header name in your spreadsheet, it is automatically mapped to TaxDome’s Account Name property because they have the same name.

Elige el tipo de cuenta

Elige cómo aplicar el tipo de cuenta a los clientes importados:

Asignar campos de cuenta

Map the columns of your CSV file to the account fields in TaxDome to have the data from the CSV columns automatically added to the account info.

Para asignar campos de cuentas:

a. Review all column header names from your CSV property column on the left. Decide which ones you want to add to your TaxDome accounts and which ones to skip.

b. For each row, select either the Sync field (to add the value from the CSV) or Ignore (to skip it) from the Action drop-down menu.

c. (If you selected Sync field) For each row, select from the drop-down menu the TaxDome fields to which the values from the CSV will be added. You can use the default TaxDome fields or create custom fields .

Ten en cuenta que etiquetas y las filas de los miembros del equipo son

d. Revisa y haz clic en Continuar.

Nota

Si sólo quieres añadir cuentas (o añadir campos CRM masivos a las cuentas existentes), procede con el botón guía separada .

Paso 3. Define los ajustes

En este paso, aplica la configuración en bloque a las cuentas recién importadas:

Contactos enlazados

When you import accounts and contacts, you may decide if you want to turn on contact toggles. These identify the basic settings for your client interactions. The best practice here is enable all contact toggles ( a, b, c) in bulk but don’t send client invitations for joining the portal. This way, you have time to set up everything first. You will be able to invite clients at a later point when you are ready.

Under Emails, you will see the example of the added email fields (e.g., Email, Additional email, etc.) mapped in the previous step . By setting up toggles, you will enable/disable a, b, c, d for each contact person whose email is linked to the imported account:

a. Iniciar Sesión : Cuando se activa, el contacto puede utilizar tu portal TaxDome .

b. Notificar: cuando se activa, el contacto recibe todas las notificaciones del sistema, como mensajes, formularios y más.

c. Sincronización de correo electrónico: cuando está activada, puedes ver y responder a los correos electrónicos del cliente en tu Inbox+.

d. Enviar invitaciones: cuando se marca esta opción, se enviará una invitación por correo electrónico al TaxDome justo cuando finalice la importación (no recomendado).

etiquetas

If you already have some tags created in TaxDome, you can apply them to your imported accounts here. They will be applied to all imported accounts. If you need to apply different tags to different accounts, it’s better to add them to the spreadsheet beforehand .

Cesionarios

Select team members who will be assigned to the clients. New accounts go to the importer by default if a team member’s name isn’t in the CSV. You can select additional team members you want them to have access to all the imported accounts.

Carpetas y documentos

If you use a custom folder structure for client documents, apply folder templates in bulk to the newly created accounts. You can rely on the Default tax years template if no custom one is selected. Click Continue.

Step 4. Create contacts

Lastly, you need to add contacts to TaxDome. They will be automatically linked to the accounts. The process is similar as for the accounts: match CSV columns to TaxDome contact fields to ensure the right data is imported.

Para asignar campos de contacto:

a. Review all column header names from your CSV property on the left. Decide which ones you want to add to your TaxDome contacts and which ones to skip.

b. For each row, select either the Sync field (to add the value from the CSV) or Ignore (to skip it) from the Action drop-down menu.

c. (If you selected Sync field) For each row, select from the drop-down menu the TaxDome fields to which the values from the CSV will be added. You can use the default TaxDome fields or create custom fields .

d. Review and click Continue. This does not begin the import process. You can still return to the previous steps if you make any mistakes.

Nota

If you’re in Beta, your experience differs from here on—see Step 5. Preview (Beta) en su lugar.

Paso 5. Revisar e importar los resultados

Reviewing the mapping results, you’ll see how the import settings worked for a few examples of your data:

• Accounts will be created with which linked contacts (if any)
• Contacts will be created with which names and email addresses (if any)
• Assignees will be assigned to the accounts
• Tags will be assigned to the accounts/contacts
• Custom fields will be created and/or filled in

If everything looks good, click Start import. If not, return to make any necessary fixes. Now, you can leave the page. The import process will continue on its own.

Once the import is done, you will receive an email notification. Click the link in the message to go to the import results. You’ll see:

• How many contacts were imported
• How many spreadsheet rows were skipped
• How many accounts were created
• How many accounts were updated
• How many custom fields were created

Si se han omitido algunas filas (debido a errores), puedes exportar un archivo CSV comprimido que te indique cuáles y por qué.

Step 5. Preview (Beta)

Trabajo en curso

La funcionalidad se está desarrollando y actualmente está disponible para los usuarios Beta. Se están preparando documentos el uso de la función.

If your firm is in the Beta program, this step shows a preview of your import before you commit to it. At the top, three counters give you a quick summary:

• Accounts created: How many accounts will be created

• Contacts created: How many contacts will be created

• Contacts not linked: How many contacts couldn’t be linked to an account

Not every row in your CSV file has to be perfect—TaxDome fixes what it can:

• Invalid email or country: Imports without that value

• Unrecognized team member: Uses whoever ran the import instead

• Multiple values in a cell: Keeps the first recognized value

If any rows have issues, TaxDome shows an alert—Some rows need your attention—listing how many rows will be imported with missing data or skipped. Click Download CSV to see exactly which rows and why.

A row is skipped only when there’s nothing to fall back on—for example, a missing account name, or an account type TaxDome doesn’t recognize. If a cell lists more than one account type, TaxDome uses the first valid one instead of skipping the row.

Once the import finishes, the results screen shows the same kind of summary. Accounts and contacts each get their own created, updated, and skipped counts. If any rows had issues, the same alert and Download CSV link show up here too.

Consejo

If you run into issues during import, see this guide for help.

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