Practice CS includes the ability to export data about selected clients and the primary contact associated with each client. The file created by Practice CS is a .XML file which can be read by any program that can import .XML files including Microsoft Excel.
Notes
- Practice CS can export contact information for the primary contact associated with each client only. It cannot export data for additional or standalone contacts.
- Practice CS can export information for all contacts to Microsoft Outlook. For more information on this feature, see Exporting contacts to Outlook.
The information that will be exported is limited to the following fields:
Client
Client ID
EIN / SSN
FYE
Sort Name
Name 1
Name 2
Class
Status
Start Date
Individual First Name
Individual Last Name
Spouse First Name
Spouse Last Name
Days until Invoice is Due
Contact
Name
Title
Company
Salutation
FileAs
Primary Phone Type
Business Phone Number
Fax Phone Number
Car Phone Number
Home Phone Number
Primary Address Type
Primary Address line 1
Primary Address line 2
Primary Address City
Primary Address State
Primary Address Zip Code
Primary Address Country
Business Address line 1
Business Address line 2
Business Address City
Business Address State
Business Address Zip Code
Business Address Country
Other Address line 1
Other Address line 2
Other Address City
Other Address State
Other Address Zip Code
Other Address Country
Primary Email
Email Address 1
Email Address 2
Email Address 3
Website URL
To export client and contact information:
- Go to File > Export.
- Mark the Other checkbox, located at the top of the Export Clients window, for the option titled, "Export Clients To:"
- Click the More button to the right of the blank Other field, and browse to the location which you want to save the file.
- Name the file, and verify the Save as type field shows, "XML Data (*.xml)".
- Select the clients that you would like to export.
- Click Export Selected in the bottom right-corner.
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