Lodgeit

Lodgeit currently support client direct import from following software providers:  Xero Tax, Software Assistant, and Handitax For QuickBooks, use client...

Client Import allows the user to migrate/transfer the client list from accounting software to their own Lodgeit account.  To utilize this, the user must be...

This is an optional way for migrating your client list, you can add other details that are not available via your software exported details (ie "Manage...

Use the Bulk Import feature to add new clients to Lodgeit or update existing client information. You can also assign clients to one or more teams during the...

How it works: 1. User exports client list from Lodgeit to CSV. The user must be administrator and has access to all clients. Otherwise, clients where the u...

We've improved our "Client Import" feature, that enable to make update  to existing client/s in Lodgeit. To use this new feature, simply chec...

Client Import allows the user to migrate client list from accounting software (Xero) to their own Lodgeit account.  To access it, the user must be an admin...

Please see below guidelines and the process on collecting/extracting client list - 1. Export your client list via CSV or Excel.   Consider the following d...

Please see below guidelines and the process on collecting/extracting client list -  1. Export your client list via CSV  Consider the following details (ne...

The exported files are protected and limited only to be used (importing and exporting) within the elite program and that cannot be changed by Development. ...