How Do I Back Up All My Account 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 on TaxDome—this way, you’ll always have your files available, no matter what.
- Export Your Account List
- Export Your Contact List
- Synchronize Your TaxDome Contacts With Your Favorite Applications Using Zapier
- Export Your Documents
Export Your Account List
Export all the data from your accounts to a CSV file: Go to the Clients section to view All Accounts, click on the Export Accounts button, then save a CSV file to your desktop. This saves all your account data, including your custom CRM fields.
Tip: Filter your account list before exporting it if you need to exclude certain information.
Export Your Contact List
Export all the data from your contacts to a CSV file: Go to Contacts in the Clients section, click on the Export Contacts button, then save a CSV file to your desktop. This will save all your contact data, including your custom CRM fields.
Tip: Filter your contact list using tags before you export in order to exclude certain information.
Synchronize Your TaxDome Contacts With Your Favorite Applications Using Zapier
Use Zapier to link your contact information with other software or platforms, such as Outlook, Mailchimp, Google Contacts, Excel, etc.
For example, you have a Google spreadsheet with all your contacts, and you want it to automatically update whenever you add a new contact to TaxDome. For more details on how to use Zapier, visit this help article.
Export Your Documents
If you want your documents to be stored on your computer, you can copy the required folders from the TaxDome Drive, then paste it to your local drive.