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

Export your accounts

To export all the data from your active accounts to a CSV file, go to the Clients section, then click three dots to the right of the search bar and select Export Accounts. This saves all your account data, including your custom CRM fields.

An account list can be exported by a firm owner, admin or any team member with access rights to manage accounts.

Feel free to leave the page. Once export has been completed, you’ll receive an email with an attached zipped CSV file.

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, contracts 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

To export all the data from your contacts to a CSV file, go to Contacts in the Clients section, then click Export Contacts. This saves all your contact data, including your custom CRM fields.

A contact list can be exported by a firm owner, admin or any team member with access rights to manage contacts.

Feel free to leave the page—once the export is completed, you’ll receive an email with an attached zipped CSV file.

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.

Use Zapier to synchronize your TaxDome contacts with your favorite apps

This section is for TaxDome Pro users only. Upgrade at any time!

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.

Export your jobs

This section is for TaxDome Pro users only. Upgrade at any time!

To export your active or archived jobs to a CSV file, go to the Workflow section, open the Jobs tab, then click Export jobs.

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.

Feel free to leave the page—once the export is completed, you’ll receive an email with an attached zipped CSV file.

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.

A job list can be exported by a firm owner, admin or any team member with access rights to manage pipelines. If a team member doesn’t have access rights, a pop-up message appears letting them know and the Export jobs button remains inactive.

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

Export your list of job recurrences

This section is for TaxDome Pro users only. Upgrade at any time!

To export your job recurrences to a CSV file, go to the Workflow section, open the Job recurrences tab, then click Export.

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

Feel free to leave the page—once the export is completed, you’ll receive an email with an attached zipped CSV file.

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:

The list of job recurrences can be viewed by the firm owner, admin or any team member with access rights to manage job recurrences. Otherwise, the Job recurrences tab is not displayed.

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

Export your tasks

This section is for TaxDome Pro users only. Upgrade at any time!

Export your pending or completed tasks to a CSV file: Go to Workflow, open the Tasks tab, then click Export tasks.

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.

Feel free to leave the page—once the export is completed, you’ll receive an email with an attached zipped CSV file.

An exported CSV file looks like this:

A task list can be exported by a firm owner, admin or any team member with access rights to view all accounts. If a team member doesn’t have access rights, a pop-up message appears letting them know, and the Export tasks button remains inactive.

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

This section is for TaxDome Pro users only. Upgrade at any time!

To export all invoicing data to a CSV file, go to the Invoices section, then click Export Invoices.

This will save the following information about each invoice: number, client, status, name of team member assigned to client, date posted, date or time paid, amount and description.

Feel free to leave the page—once the export is completed, you’ll receive an email with an attached zipped CSV file.

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:

A list can be exported by a firm owner, admin or any team member with access rights to view all accounts and manage invoices.

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

Export your payments

This section is for TaxDome Pro users only. Upgrade at any time!

To export all your payments to a CSV file, go to the Invoices section, open the Payments tab, then click Export payments.

This saves the following information about each payment: payment ID, date, payment amount, payment source, client name, ID of paid invoice, refund amount, description and time zone.

Feel free to leave the page—once the export is completed, you’ll receive an email with an attached zipped CSV file.

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:

A list can be exported by a firm owner, admin or any team member with access rights to manage payments.

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

Export your time entries

This section is for TaxDome Pro users only. Upgrade at any time!

To export all data related to time-tracking to a CSV file, go to the Invoices page, open the Time Entries tab, then click on Export time entries.

This saves the following information about each time entry: client name, ID, name of the team member assigned to client, description of project, date and time it was started and completed, total duration, name of team member who added entry and tag added to time.

Feel free to leave the page—once the export is completed, you’ll receive an email with and attached zipped CSV file.

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:

A list can be exported by a firm owner, admin or any team member with access rights to manage time entries.

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