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Import Clients from Lacerte or ProSeries Using the Import Data Tool

This article will allow you to create engagements and clients in bulk for the tax year you are importing for.

  1. Click File> Import Data from the connected desktop program.
    LP_Import_Data_Icon.png
     
  2. Select the year that you want to import for and make sure your SmartVault account is highlighted
     
  3. Click Next. Lacerte will have you select the client types you want to import.  ProSeries users will not see this window; skip to Step 5.
  4. Click Select All to import all clients. If you only want to select some, hold ctrl and click each client to import.
  5. Click Finish.

    DMS_Choose_Clients.png
     
  6. Click Import All to confirm the import.

    DT_Import_Data_Lacerte_After_Migration_Import_Window.png

     
  7. Click Exit when finished