Settings (Advanced): Back Up Your TaxDome Data

Here, we offer all the ways to backup your TaxDome data. As with all data, we recommend you make a backup in case you ever find yourself offline or accidentally delete something—this way, all the data you have on TaxDome will be available no matter what. 

Export Your Account List

To export all the data from your accounts to a CSV file, go to the Clients section to view All Accounts and click on Export Accounts. This saves all your account data, including your custom CRM fields.

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

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:

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Tip! Filter your account list before exporting it if you want to exclude certain information.

Export Your Contact List 

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

A contact list can be exported by a firm owner 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.

An exported CSV file looks like this:

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Tip! Filter your contact list using tags before you export in order to exclude any unnecessary information.

Use Zapier to Synchronize Your TaxDome Contacts With Your Favorite Apps

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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 Job List

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This section applies to TaxDome Pro! pricing plan only. You can upgrade anytime.

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

The exported CSV file will contain the following info:

  • For active jobs: the name, pipeline, stage, account, date it was added, and due date.
  • For archived jobs: the name, pipeline, stage, account, date it was added, and date it was archived.

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 on 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:

A job list can be exported by a firm owner or any team member with access rights to manage time entries. If a team member doesn’t have the proper access rights, a pop-up message will appear about it and the Export jobs button will remain inactive.

tip

Tip! Filter your jobs list before exporting it if you want to exclude certain information.

Export Your Task List

pro

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, and click Export tasks.

The exported CSV file will contain the following information:

  • For pending tasks: account, task name, due date, subtasks, assignees, priority, job name, description, pipeline, stage, and tags.
  • For completed tasks: account, task name, due date, subtasks, assignees, priority, job name, description, pipeline, stage, tags, 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 or any team member with access rights to manage accounts. If a team member doesn’t have the proper access rights, a pop-up message will appear and the Export tasks button will remain inactive.

tip

Tip! Filter your task list before exporting it if you want to exclude certain information.

Export Your Documents

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

Export Your Time Entries

pro

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 section, open the Time Entries tab, and click on Export time entries.

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

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

An exported CSV file looks like this:

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

tip

Tip! Filter your time entries list before exporting it if you want to exclude certain information.

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