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Client Management

Export client and client contact information

Practice CS can export data about selected clients and the primary contact associated with each client. Practice CS creates an XML file that can be read by any program that can import .XML files including Microsoft Excel.
Exported client information includes the following fields:
  • 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
Exported client information includes the following fields:
  • 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
Follow these steps to export client and contact information:
  1. Select
    File
    , then
    Export
    .
  2. Mark the
    Other
     checkbox for Export Clients To.
  3. Select More next to the
    Other
     field, then go to the location where you want to save the file.
  4. Name the file, and make sure
    Save as type
     field displays
    XML Data (*.xml)
    .
  5. Select the clients you want to export.
  6. Select
    Export Selected
    .

This article applies to:

  • Product: Practice CS