Settings (Advanced): Back Up Your TaxDome Data

Here, we show you how to back up your TaxDome data. As with all things digital, it’s important to always have backup in case you accidentally delete something or find yourself offline.

• Export your accounts
• Export your contacts
• Export your documents
• Export your jobs
• Export your list of job recurrences
• Export your tasks
• Export your invoices
• Export your payments
• Export your time entries
• Use Zapier to synchronize your TaxDome contacts with your favorite apps

Export your accounts

An account list can be exported by a firm owner, admin or any team member with access rights to manage accounts. To export all the data from your active accounts to a CSV file, follow these steps:

1. Go to the Clients > Accounts from the left menu bar, then click three dots to the right of the search bar and select Export Accounts. You will receive an email with the download link valid for 24 hours only.

2. Click the download link in the email and log in to TaxDome, if needed. You’ll receive a zipped CSV file containing all your accounts data, including your custom CRM fields. 

The exported CSV file will contain the following info: account ID, account name, state, type, total bills, credits, information on assigned team members, assigned tags, information on followers; dates of the last login, account creation and updates; archiving date for the archived accounts, login credentials, custom fields, linked contacts, linked notes, number of active jobs, tasks, proposals and organizers, account time zone. 

An exported CSV file looks like this:

Tip: To exclude any unnecessary information, filter your account list before exporting it.

Export your contacts

A contact list can be exported by a firm owner, admin or any team member with access rights to manage contacts. To export all the data from your contacts to a CSV file, follow these steps:

1. Go to Clients > Contacts from the left menu bar, then click Export Contacts. You will receive an email with the download link valid for 24 hours only.

2. Click the download link in the email and log in to TaxDome, if needed. You’ll receive a zipped CSV file containing all your contacts data, including your custom CRM fields.

The exported CSV file will contain the following info: contact name, first name, middle name, last name, phone number, company name, street address, city, state/province, country, zip code, notes, custom fields, dates of the account creation and update, linked accounts, tags, email address, contact timezone.

An exported CSV file looks like this:

Tip: To exclude unnecessary information, filter your contact list using tags before you export it.

Export your jobs

A job list can be exported by a firm owner, admin or any team member with access rights to  manage pipelines. To export your active or archived jobs to a CSV file, follow these steps:

1. Go to  Workflow > Jobs from the left menu bar, then click three dots to the right of the search bar and select Export jobs. You will receive an email with the download link valid for 24 hours only.

2. Click the download link in the email and log in to TaxDome, if needed. You’ll receive a zipped CSV file containing all your jobs data.

The exported CSV file will contain the following info:

• For active jobs: name, pipeline, stage, account, date it was added, updated and moved to the current stage, date it was started and due date, priority, comments, assiggnees, linked documents, linked chats, timezone.
• For archived jobs: name, pipeline, stage, account, date it was added, updated and moved to the current stage, date it was started and due date, priority, comments, assiggnees, linked invoices, linked chats, linked tasks, date it was archived, timezone.

There’s no limit to the number of jobs you can export. Every CSV file will include just the data for which you filtered, or all of your data if you applied no filters.

Tip: To exclude unnecessary information, filter your job list before exporting it.

Export your list of job recurrences

The list of job recurrences can be exported by the firm owner, admin or any team member with access rights to  manage job recurrences.  To export your job recurrences to a CSV file, follow these steps:

1. Go to Workflow > Job recurrences from the left menu bar, then click Export. You will receive an email with the download link valid for 24 hours only.

2. Click the download link in the email and log in to TaxDome, if needed. You’ll receive a zipped CSV file containing all your job recurrences data.

The exported CSV file will contain the following info: account, pipeline, recurrence period, next recurrence date, job template, assignees, and timezone.

There’s no limit to the number of jobs you can export, so all of those included with any selected filters (or none) will be placed on the CSV file:

Tip: To exclude unnecessary information, filter your list of job recurrences before exporting it.

Export your tasks

A task list can be exported by a firm owner, admin or any team member with access rights to  view all accounts. To export your pending or completed tasks to a CSV file, follow these steps:

1. Go to Workflow > Tasks from the left menu bar, then click Export tasks. You will receive an email with the download link valid for 24 hours only.

2. Click the download link in the email and log in to TaxDome, if needed. You’ll receive a zipped CSV file containing all your tasks data.

The exported CSV file will contain the following info:

• For pending tasks: account name, task name, start date, due date, dates of task creation and update, date it was linked to a job, creator, status, subtasks, priority, job name, description, pipeline, stage, tags, linked documents, notes and timezone.
• For completed tasks: account name, task name, start date, due date, dates of task creation and update, date it was linked to a job, creator, status, subtasks, priority, job name, description, pipeline, stage, tags, linked documents, notes, timezone, and date completed.

An exported CSV file looks like this:

Tip: To exclude unnecessary information, filter your task list before exporting it.

Export your documents

If you want your documents to be stored on your computer, copy their folders from TaxDome Drive, then paste them to your local drive.

Export your invoices

An invoices list can be exported by a firm owner, admin or any team member with access rights to view all accounts and manage invoices. To export all invoicing data to a CSV file:

1. Go to Billing > Invoices from the left menu bar, then click Export Invoices. You will receive an email with the download link valid for 24 hours only.

2. Click the download link in the email and log in to TaxDome, if needed. You’ll receive a zipped CSV file containing all your invoicing data.

The exported CSV file will contain the following info: invoice number, status, synchronization status, assignee, client account name, dates it was created, updated, posted and paid, payment method, description, linked documents, linked jobs, payment creators, payment amounts, payments stauses, service titles, service amounts, service quantities, service taxes, discount title, discount amount, discount quantity, discount taxes and timezone. 

An exported CSV file looks like this:

Tip: To exclude unnecessary information, filter your invoice list before exporting it.

Export your payments

A payment list can be exported by a firm owner, admin or any team member with access rights to  manage payments. To export all your payments to a CSV file:

1. Go to Billing > Payments from the left menu bar, then click Export payments. You will receive an email with the download link valid for 24 hours only.

2. Click the download link in the email and log in to TaxDome, if needed. You’ll receive a zipped CSV file containing all your payment data.

The exported CSV file will contain the following info: payment number, state, synchronization status, amount, source, client, creator, linked invoices, linked refunds, description, dates it was created, updated and paid, and timezone.

An exported CSV file looks like this:

Tip: To exclude unnecessary information, filter your payment list before exporting it.

Export your time entries

A time entries list can be exported by a firm owner, admin or any team member with access rights to manage time entries. To export all data related to time-tracking to a CSV file:

1. Go to Billing > Time entries from the left menu bar, then click on Export time entries. You will receive an email with the download link valid for 24 hours only.

2. Click the download link in the email and log in to TaxDome, if needed. You’ll receive a zipped CSV file containing all your time tracking data.

The exported CSV file will contain the following info: client ID, name, assignee, creator, description, tags, linked jobs, dates it was created, updated, started and ended, duration and timezone

An exported CSV file looks like this:

Tip: To exclude unnecessary information, filter your time-entry list before exporting it.

Use Zapier to synchronize your TaxDome contacts with your favorite apps

Zapier allows you to link your contact information with other software or platforms, such as Outlook, Mailchimp, Google Contacts or Excel.

For example, use Zapier if you want your Google contact spreadsheet to automatically update whenever you add a new contact to TaxDome. For more details on how to synchronize using Zapier, go here.