Export your TaxDome data

You can export information (e.g., accounts or jobs) in your TaxDome account. Here, we discuss how to export a multitude of data.

Note

All exports made will be reflected on the Activity feed page.

Export 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 Clients > Accounts from the sidebar menu, then click the export icon. 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.

The exported CSV file will contain the following info:

• Default contact details: account ID, account name, state, type, total bills, credit, information on assigned team members, assigned tags, information on followers, dates of last login, account creation and updates, archiving date for archived accounts, login credentials, number of active jobs, tasks, proposals and organizers, account time zone.
• Custom account fields: any additional fields you’ve created in your CRM settings appear as their own columns.
• Linked contacts: all contacts associated with the account. This makes it easy to see which accounts are linked to which contacts. Example of linked contacts in an export:

• Linked notes: any notes associated with the account.
• Account roles: account roles and their assigned team members for this account.

An exported CSV file looks like this:

Tip

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

Export contacts

A contact list can be exported by a firm owner, admin or any team member with access rights to manage contacts . To export a full report of all stored information for each contact, including their linked accounts, follow these steps:

1. Go to Clients > Contacts from the sidebar menu, 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.

The exported CSV file contains:

• Default contact details: contact name, first name, middle name, last name, phone number, company name, street address, city, state/province, country, zip code, notes, dates of account creation and update, tags, email address, contact timezone.
• Custom contact fields: any additional fields you’ve created in your CRM settings appear as their own columns.
• Linked accounts: all accounts (entities) associated with the contact. This makes it easy to see which contacts are linked to which accounts. Example of linked accounts in an export:

By reviewing the exported file, you can quickly identify all connections between your contacts and related accounts—along with every other piece of contact data you’ve stored. An exported CSV file looks like this:

Tip

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

Export 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 sidebar menu, then click 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 into TaxDome, if needed. You’ll receive a zipped CSV file containing all your job 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, status, comments, assignees, linked documents, linked chats, timezone, intake date, date it was completed, and internal deadline.

• 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, status, comments, assignees, 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 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 sidebar menu, 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 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 sidebar menu, 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 into TaxDome if needed. You’ll receive a zipped CSV file containing all your task 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 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 organizers

You can always export a completed organizer to an external spreadsheet for analysis. A CSV file will contain conditional logic jumps (excluding the questions that don’t fall under the logic) as well as additional sections copied and completed by the client (if any). Follow these steps:

1. Go to Organizers from the sidebar menu or open the Organizers tab in the client’s account, click the three dots to the right of the organizer in the list, then select 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 into TaxDome, if needed. 

You’ll receive a zipped CSV file containing your organizer data:

Tip

If you open a CSV file in Excel, it will automatically cut leading zeros (e.g., 001 becomes 1). To find out how to retain them, go here .

Export invoices

Warning

Only one-time invoices can be exported. If a one-time invoice is generated from a recurring invoice, it will appear in the one-time invoice list and can then be exported.

The one-time invoice 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 sidebar menu, 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 into 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 statuses, 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 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 sidebar menu, 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 into 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 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 sidebar menu, then click 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 into 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 lets you 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 .

Troubleshoot export issues

If particular fields don’t seem to be exported (you don’t see a column at all, cells display errors, or cell values look strange), try the following troubleshooting options:

• If you were trying to open the file in Microsoft Excel, try opening it in Google Sheets instead.
• Change the cell format ( Microsoft Excel or Numbers ).

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