Office Tools Workspace Export
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Click Contacts in top tab.
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Select Import/Export Contacts.
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Select Excel Import/Export.
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Select Export to Excel Spreadsheet.
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In Common Info select Company Name, First Name, Last Name, Email Address, Address1, Address 2, City, State, Zip, and Account Number.
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In Phone Numbers select Home, Work, and Mobile Phone.
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In Other Select SSN, FEIN, and Entity Type.
- Choose to Export as CSV.
- Click Export.
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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