Jetpack Export
1. From the Clients Tab.
2. Click Export Clients button.
3. An Excel sheet will be downloaded with all clients and data.
Data Disclaimers:
- Do not send data files via email.
- The cleanliness of data uploaded depends on the cleanliness of the source data.
- If data is in all caps, we will convert to proper case. Please know names such as "MCDONALD" will convert to "Mcdonald".
- Data should include first names, last names, account/client names, email addresses, phone numbers, and entity types.
- Email addresses are extremely important. This is how you will send your invites to Liscio. Please include as many as possible!
- Mobile numbers must be classified as such in order to go under the Mobile Phone category.
- If no entity types (i.e. S-Corp, Partnership, Trust, etc.) are listed, accounts/clients will default to Individual or Organization.
- Contacts cannot share an email address.
- Phone numbers without area codes cannot be imported.
- Duplicate Account Names and Contact Names can occur if they exist in source data.
- Certain fields, such as Bank Account, Notes, or Birthdates, cannot be imported.
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