⏩ Migrate docs to TaxDome in 3 steps
Migrating your client documents to TaxDome doesn’t have to be complicated. Following the process described below will ensure a smooth transition from your previous platform. Whether you’re exporting from Google Drive, SmartVault, or Drake, this guide will help you replicate your clients' folder structures effortlessly.
Step 1. Export documents from your previous platform
In TaxDome, the documents are always stored inside the client’s account, so each document always refers to one client. You can have any folder structure inside each client account.
This way, if you now have your client data in another application, the first step of moving it to TaxDome is to have it exported to your computer so that each client's files are located inside a folder named after the client.
Learn how to obtain data in folder format for each client, with the desired nested structure of subfolders and documents inside them, using the needed guide:
Attention! The migrating process for FileCabinet differs drastically. So, if it's your platform, proceed with the separate guide.
Step 2. Make sure accounts are created in TaxDome
When you're done exporting the folders from the previous platform, ensure you have accounts created in TaxDome for each client. The quickest way to do that is to prepare a CSV file with your CRM data and then import it into the system.
If you already have your client documents organized in the appropriate folders, the best practice is not to use a folder template while importing the client list. This way, all client accounts created during import will have only one default folder for clients' documents, which cannot be removed.
Step 3. Import docs using Windows app
Once you have client accounts created in TaxDome and client data prepared, you can quickly import folders with client documents in two ways:
- Use TaxDome Drive. It's intuitive and easy – drag-and-drop folders or copy and paste them. This Is convenient if you have different folders in different places. However, you should ensure the titles of all client folders match the accounts created because creating one via TD Drive is impossible.
- Use Bulk upload in the Windows app. This way, you can check each account match, create one if needed and even apply a folder template in bulk. However, you need to have folders/docs gathered in one place beforehand: one top directory containing client folders that contain data. We consider the second case in the article.
1. Download and install the TaxDome Windows app. You can click the button below to download it:
2. Sign in to the app using your TaxDome credentials.
3. Click New and select Bulk upload.
4. Locate the folder, which includes all clients' folders with subfolders and files exported from the previous platform.
Note! If the folder is empty or contains unsupported files, an error will occur during the uploading.
5. Match the client folders with client accounts created in TaxDome. If the names match, you will just need to check it. If the proper account hasn't been found automatically (say, due to a spelling mistake), you can find the existing client account or create a new one.
6. In the Destination column, select the folder for copying files. By default, they will go to the parent directory. All newly created top-folders will not be visible for clients until you change the visibility settings manually.
If you want to put files into the other directory, click the arrow on the right in the line. You can select the existing folder (which is Client uploaded documents by default) to create a new one with a different permission
7. Click Upload files at the bottom right corner of the screen. The data will be uploaded to TaxDome. Empty folders will be skipped. The system will indicate if there are unsupported file types that cannot be uploaded.
8. Click Finish to close the bulk uploading screen or click Download report.
That's it! Documents will be imported to TaxDome, and the client's Docs tab will contain the required structure and content.
