Gmail Export Instructions
Open Gmail Contacts. Select Google apps, then choose Contacts. In the left panel, select More to display additional options. Select Export. To export an entire address book, select Contacts. Select the drop-down arrow to choose a Google Contacts ...
Outlook Export: 2013 & 2016, 2010, Office 365
Outlook 2013 & Outlook 2016 Open Outlook and click File. Click Open & Export > Import/Export. Select "Export to a file". Click Next. Select "Comma Separated Values". Click Next. Select Contacts option under Personal Folders. Click Next. ...
Intuit Practice Management Integration: Troubleshooting
Troubleshooting Tips for the Liscio-Intuit Practice Management Integration If you have created a record in Intuit Practice Management, ensure you have run a new sync to bring the record onto the Liscio integrations page. Running a sync does not ...
Intuit Practice Management Integration: Syncing Records
After you have established your Liscio-Intuit Practice Management connection, you can begin syncing your records. This can be done automatically or manually. Caution - Do not sync Intuit Practice Management before we have your client data ...
Intuit Practice Management Integration: Set Up
Before you can set up the Intuit Practice Management integration in Liscio, Liscio Support will first need to enable Intuit Practice Management in your Liscio account. Please reach out to email@example.com to have this done. Caution - Do not sync ...