Exporting your client list into Canopy is a major first step to being successful during implementation. We’re here to help you expedite the process.
Skip ahead to the software you’ve been using to see our step-by-step instructions on how to export your client list to a CSV file (.csv). Once you have your exported file, you’ll be ready to import your client list to Canopy.
17hats
You can export your Contacts into a CSV file from your "Contacts" or "Leads" pages.
Once you've navigated to either the "Leads" or "Contacts" page, press the gear icon on the top right of the section.
Then, select the "Export Contacts" option.
Atom
Click Reports in the top-right.
Select a report drop-down and click Client Export.
Change the applicable Start Date.
Choose the practitioner.
Choose All return types.
Export to Excel.
Open your Chrome browser settings and select the Save page as from the More Tools pop-out.
8. Open your saved file in Excel.
Each client is duplicated based on Atom's tags. Migrating from Atom will require significant manual cleanup.
ATX
To export a client list from ATX to a CSV file:
Mark the returns of the clients whose information you wish to appear in the Client List or click Mark All on the toolbar to mark all returns and include all clients.
From the Return Manager, click on the Reports menu, then select Export Marked Client List.
Enter a name for the file, browse to the desired export location for the file, then click Save. Your client data will be saved as CSV file.
CCH Axcess
To export your client list from CCH Axcess to a CSV file:
1. Open the Return Manager. In the Quick Search criteria, set filters to All, click Go, then press CTRL+A to select all client IDs.
2. Go to the Home tab, click Export Grid, select where you want to save the file, enter a file name, and click Save. Your contacts will then be downloaded to a CSV file.
CCH Axcess Tax
To export client data from CCH Axcess™ Tax, you can use the export options provided in the software. Here’s a step-by-step guide:
Log in to CCH Axcess™ Tax:
Open CCH Axcess and log in with your credentials.
Navigate to Client Manager:
Go to the Client Manager or Dashboard, depending on your setup.
Select Clients to Export:
Locate the list of clients. Select the specific clients or client records you want to export by checking their boxes or selecting them in the list view.
Initiate the Export:
Click on the Export or Reports option. Depending on your version, you might see an Export or Download option directly.
Choose the format for export. Common options include Excel (.xlsx) or CSV (.csv)
Select Fields to Include:
A dialog box will appear asking you to specify the fields you want in the export file. Choose the relevant fields, such as Client Name, Tax ID, Address, etc.
Export and Save the File:
Confirm your selections and click Export. The system will process the data and prompt you to save the file.
Choose the destination folder and save the export file on your computer. Examples of destination folders include Downloads, Documents, Dropbox, Onedrive, or any custom folder you’ve created to save backups.
Verify Exported Data:
Open the exported file to confirm all data is correctly extracted.
For large-scale data exports or specific formatting needs, it’s often helpful to consult with your IT or admin team, as they might set up bulk export routines or automate the process if you regularly need these exports.
If you encounter any issues with the export, refer to CCH Axcess™ Tax Help or contact Wolters Kluwer support for further assistance.
Drake Software
Click Reports.
Click Report Manager.
Click Client reports to expand the list.
Click Client contact to expand the list.
Click Address list (all clients).
Click Edit report to select which fields you want to pull.
Select all appropriate fields. (Refer to the templates and instructions above for guidance)
Click Save.
Click View Report.
Best Practice: Unselect all return types and run each report separately. Name each report with the associated entity type (1040,1065,1120,1120S, etc).
When importing, create the entity type as a tag column and add a business type column if preferred.
For more information/more detailed instructions, please refer to Drake's help materials.
Jetpack Workflow
Click on the Clients tab.
Select Export Clients in the top-left.
Please note, client export is only available if you have owner permissions.
Please reference their help materials for assistance: https://intercom.help/jetpackworkflow/en/articles/751421-export-a-client-list
Karbon
If you have admin permission, your client data can be exported from Contacts by selecting the cloud icon and the data you would like to download. A spreadsheet will then be saved to your desktop.
Find detailed instructions here.
Lacerte
To export your client data into a spreadsheet for import into Canopy, follow the instructions below provided by Intuit Help.
Exporting the Lacerte client list to a spreadsheet file
Practice CS
Practice CS lets you export the data for selected client accounts and the primary contact linked to each one. It cannot export data for additional or standalone contacts. To export your client list from Practice CS:
Go to File, select Export, then select the clients you would like to export from the list.
Select the Other checkbox under the Export Clients to section, then click the three-dots icon to select the location where you’d like the file to be saved and enter its name. Click Save.
Click Export Selected in the bottom-right corner.
ProConnect
Click Clients on the left side.
Click the Download icon in the top-right.
Please note: This will not pull DOB or SSN information.
ProSeries
To export client data from ProSeries accounting software, follow these steps:
Open ProSeries:
Start by opening ProSeries on your computer and log in to access your client data.
Access the Client List:
Navigate to the "HomeBase" screen, which shows a list of your clients.
Select the clients you want to export. You can select multiple clients by holding down the "Ctrl" key and clicking on each client or selecting all at once.
Use the Export Function:
Click on “File” in the top menu.
Select “Export,” and then choose "Client List."
ProSeries will prompt you to select the format of the export file. Export the file to CSV format.
Choose Export Fields:
You may be asked to select specific fields you want to include in the export, such as client name, address, contact information, etc. Customize this based on the data you need to transfer.
Select the Destination:
Choose the location on your computer where you want to save the exported file.
Name the file appropriately to make it easier to locate later.
Complete the Export:
Confirm the export settings and click “Export” to complete the process.
Locate the exported file in the saved location to verify the data before importing it into your new system.
Quickbooks Online (integration/sync)
1. Click Reports.
2. Scroll down and select Customer Contact List.
3.Click the gearicon on the right-hand side.
4. Select the following columns:
Customer
Phone Numbers
Email
Full Name
Billing Address
Phone
Company Name
Billing Street
Billing City
Billing State
Billing Zip
Billing Country
Last Name
First Name
Customer Type OR Entity Type
5. Select the Export Icon.
6. Choose Export to Excel.
Please refer to our Sync your Canopy account with QBO help article.
Quickbooks Desktop
Click Reports.
Select Customers & Receivables.
Click Client contact list.
Choose Customize report at the top of the page and select the appropriate fields. Reference the formatting instructions and templates above for guidance.
Click Okay.
Click the Export icon to download an Excel file.
OfficeTools
Please refer to their help materials.
OfficeTools Workspace Export
Click Contacts in the top tab.
Select Import/Export Contacts.
Select Excel Import/Export.
Select Export to Excel Spreadsheet.
In Common Info select Company Name, First Name, Last Name, Email Address, Address1, Address 2, City, State, Zip, and Account Number.
In Phone Numbers select Home, Work, and Mobile Phone.
In Other Select SSN, FEIN, and Entity Type.
Choose to Export as CSV.
Click Export.
Onvio
1. Log in to Onvio
Access the Onvio platform using your login credentials.
2. Navigate to the Relevant Area
Depending on the type of data you want to export (e.g., client information, tax documents, financial data), navigate to the relevant module:
Onvio Documents for documents and files.
Onvio Tax for tax-related data.
Onvio Client Center for client data.
3. Select the Data or Files to Export
For documents: Go to Onvio Documents and select the folders or individual files you wish to export. You can use checkboxes to mark specific items.
For client data: If you're in Onvio Client Center, you can go to the Client section and select the clients whose data you want to export.
4. Export Options
Once you have selected the data:
Look for an Export or Download option. This is usually found in the top navigation bar or as a right-click menu option.
Choose the format in which you'd like to export the data (e.g., CSV for client data or ZIP for documents).
5. Save the Exported Data
After initiating the export, Onvio will prompt you to download the file or set a location to save it on your computer. Ensure you choose a secure location for sensitive client or tax information.
If you're exporting specific data or reports (like tax returns), there might be specialized options in the Reports or Tax Returns sections within Onvio Tax.
Please refer to their provided help materials here.
ShareFile
To export client data from ShareFile to a CSV file:
Go to Settings, then to Admin Settings.
Select the Reporting section under the Company Account Info.
Click the Create Report button, select Users, click Next, select Client under User Type, then select CSV under Generate. Click Create.
Once your new report is ready click on its title in the list to download it.
Taxdome
Taxslayer Pro
Navigate to the Account hub using the box icon next to your username.
Click on Federal Return Summary Report.
Select the date and your EFIN number.
Click Run report.
Customize the Column section. Reference the formatting instructions and templates above for guidance on what information to include.
When you check All it turns everything red. Select the columns you want to deselect.
Taxwise
Navigate to support.taxwise.com.
Click on Reports located under Preparer Solutions.
Select Generate for your Client list.
Click Refresh and you can download the CSV file.
Please note: This will not pull the DOB.
UltraTax
To export your data from UltraTax for a Canopy import, please follow the steps below:
Click Utilities and select Client Listing Reports.
Set report type to Client Contact.
Check the box Include all contact phone numbers (export only).
Click Continue.
Under Focus, check boxes for 1040, 1120, 1165, 1041, Other.
Click Select All.
Click Export.
Check box to Include Column Headings.
Click Save.
Exporting Client Tax IDs to populate the Tax ID/SSN columns in our template
Steps to take:
Utilities
Client Listing Reports
General Return Information
UltraTax Data Mining
Click Utilities.
Click Data Mining.
Click Design Custom Reports.
Add a name or description for the report.
For example: 1040 Client List
After selecting all required fields, proceed to Step 5 for SP info.
To get SP SSN information, click the Product drop-down menu.
Switch to Federal.
Select the Input Screen field.
Click Select Fields.
Click Okay.
Click Done.
On the left side, click Export to export the custom list you've created.
Your custom list can typically be found at the bottom of the page.
Please Note: The All Clients box (second box) must be selected for the export to function correctly.
Click Continue.
Select Excel followed by Export.
Xero
To export your client data from Xero to a CSV file:
In the Contacts menu, select the contacts you want to export.
Click Export. Your contacts will then download as a CSV file on your computer.