CRM (Basic): Update account info in bulk via import
TaxDome import tool could be used not only when you are migrating your CRM data for the first time and creating accounts and linked contacts. It could also be useful if you need to update any CRM data in bulk for the accounts and contacts you already have in the system. Here, we explain the main use cases of why it might be helpful.
Before you start
When using our import tool for updating client info in bulk it's important to remember that if an account with the same name already exists in TaxDome, it will not be changed and all of its data will remain the same. This way, you can safely add any data you might need.
Like for the general import, you need to have your CSV file prepared. However, when you are going to update some data for your existing accounts, the best way to prepare it is the following:
1. First, export all your accounts. To do this, go to Clients > Accounts from the sidebar menu, then click the export icon. You will receive an email with the download link.
2. Open the exported CSV file and delete all columns from the spreadsheet except for the Account name column.
Note! Ensure you don’t have any columns related to contacts. This way, bulk import steps won’t modify contact toggles or other contact-related settings
3. Now, add the columns for the data you want to add. See the examples below for detailed instructions.
Bulk import CRM fields for accounts
If you want to add any additional CRM data to your existing accounts, make sure you have a spreadsheet with exported accounts which contain only Account name column. Then do the following:
1. Add columns for each CRM field you want to add, fill in the data and then save the file.
2. Upload the spreadsheet to TaxDome by clicking the Import button on the Clients > Accounts page.
3. For the Account type, select Ignore, so that this field is not updated.
4. On the Map Accounts stage of your import, in the Action column, select Sync field. Create a new custom field by selecting New field from the dropdown menu.
5. Under Field name, enter what you would like to call it, for example, Tax return.
6. Select the field type and click Save.
7. Skip the other steps of the import. Make sure to select Ignore for all contact fields.
8. Click Start Import on the last step. No new accounts or contacts will be created. Instead, new custom fields will be created in your existing client accounts and the data will be added to them.
Once the import has been completed, you can check client profile for new data.
Bulk assign team members via import
This method is a huge time-saver as you can assign team members to accounts in bulk. You have two options depending on your needs:
- I want to assign different team members to different accounts.
- I want to assign specific team members to all accounts.
Assign different team members to different accounts
First, make sure you have a spreadsheet with exported accounts which contain only Account name column. Then do the following:
1. Add Team member column, fill in the data, and then save the file. Note the following:
- If you want several team members assigned to one account, separate their names by commas.
- Check the team members' names twice. If there is a non-existent employee in the spreadsheet, it will not be assigned to the account.
2. Upload the spreadsheet to TaxDome by clicking the Import button on the Clients > Accounts page.
3. For the Account type, select Ignore, so that this field is not updated.
4. On the Map Accounts stage of your import, the Team members column of your CSV will be automatically mapped with TaxDome property.
If not, please check the naming of your column in the spreadsheet and start the import again.
5. Skip the other steps of the import. Make sure to select Ignore for all contact fields.
6. Click Start Import on the last step. No new accounts or contacts will be created. Instead, existing accounts will be updated.
Once the import has been completed, you can check client profile for new data.
Assign specific team members to all accounts
First, make sure you have a spreadsheet with exported accounts which contain only Account name column. Then do the following:
1. Upload the spreadsheet to TaxDome by clicking the Import button on the Clients > Accounts page.
2. For the Account type, select Ignore, so that this field is not updated.
3. On the Settings stage of your import, select the team members you want to assign to the accounts.
4. Skip the other steps of the import. Make sure to select Ignore for all contact fields.
5. Click Start Import on the last step. No new accounts or contacts will be created. Instead, existing accounts will be updated.
Once the import has been completed, you can check if the team members were assigned in the Accounts list.
Bulk apply tags via import
This method is a huge time-saver as you can assign tags to accounts in bulk. You have two options depending on your needs:
I want to apply new tags to different accounts
First, make sure you have a spreadsheet with exported accounts which contain only Account name column. Then do the following:
1. Add Tags column, fill in the data, and then save the file. Note the following:
- If you want several tags applied to one account, separate their names by commas.
- If there will bу tag that doesn't exist in the system, it will be created.
2. Upload the spreadsheet to TaxDome by clicking the Import button on the Clients > Accounts page.
3. For the Account type, select Ignore, so that this field is not updated.
4. On the Map Accounts stage of your import, the Tags column of your CSV will be automatically mapped with TaxDome property.
If not, please check the naming of your column in the spreadsheet and start the import again.
5. Skip the other steps of the import. Make sure to select Ignore for all contact fields.
6. Click Start Import on the last step. No new accounts or contacts will be created. Instead, existing accounts will be updated.
Once the import has been completed, you can check if the tags were applied in the Accounts list.
I want to apply existing tags to all accounts
First, make sure you have a spreadsheet with exported accounts which contain only Account name column. Then do the following:
1. Upload the spreadsheet to TaxDome by clicking the Import button on the Clients > Accounts page.
2. For the Account type, select Ignore, so that this field is not updated.
3. On the Settings stage of your import, select the existing tags you want to apply to the accounts. This will be applied to all accounts you are updating.
4. Skip the other steps of the import. Make sure to select Ignore for all contact fields.
5. Click Start Import on the last step. No new accounts or contacts will be created. Instead, existing accounts will be updated.
Once the import has been completed, you can check if the tags were applied in the Accounts list.
Bulk assign account roles via import
First, make sure you have a spreadsheet with exported accounts which contain only Account name column. Then do the following:
1. Add columns for each account role you want to add, fill in the data, and then save the file. Note the following:
- Check if the account roles columns correspond to account roles in the system (this way, the columns will be mapped automatically).
- Check the team members' names twice. If there is a non-existent employee in the spreadsheet, it will not be allocated to the role.
2. Upload the spreadsheet to TaxDome by clicking the Import button on the Clients > Accounts page.
3. For the Account type, select Ignore, so that this field is not updated.
4. Select the Role account field for each account role column. If the column titles in your spreadsheet match the account roles in the system, it will be mapped automatically.
If not, please check the naming of your columns in the spreadsheet and start the import again.
5. Skip the other steps of the import. Make sure to select Ignore for all contact fields.
6. Click Start Import on the last step. No new accounts or contacts will be created. Instead, the team members will be allocated to account roles in your existing client accounts.
7. Check the allocated team members in clients' accounts.
