クライアントデータをTaxDomeDomeにインポート

当社のインポート を使用すると、顧客 連絡先データをTaxDome に転送TaxDome Webポータルですぐに業務を開始できます。ここでは、最初のインポートを行う方法をご説明します。

インポート 顧客, 説明

インポート 、CRM TaxDome顧客レコード（ 顧客 「連絡先」 に分類 ） を移行するためのインポート 。これにより、顧客 連絡先を一括で追加できるため、手動での作成作業が不要になります。

インポート 、事前にCSVファイルを準備する必要があります。 クライアント記録の損失 を防ぐため、CSVファイルの準備時には当社の手順 に従ってください。

デフォルトでは、会社の所有者と管理者だけが顧客 インポート できます。 チームメンバーに インポート許可したい場合は、 「連絡先の管理」 へのアクセス権を付与してください 。

Choosing the right import type

TaxDome import tool is flexible, allowing you to import not only all records at once but also specific types of records. For example, you can import only accounts without creating new ones to update CRM fields for existing clients. Below, we outline common import scenarios and options:

• Import accounts and contacts: Use this option to fully migrate your client base to TaxDome.

• Import accounts only (no contacts): Use this option if you already have accounts in TaxDome but want to add some CRM information in bulk. For example, you may want to add tags or account roles to existing accounts. Find the most common scenarios in a separate guide .

• Import contacts only (without accounts): Use this option to create new contacts without linking them to accounts. It may be useful if you have a list of potential clients or clients’ employees who need to be saved separately. This could be also used if you need to add additional custom CRM fields for the contacts.

以下に、クライアントデータベース全体の移行におけるインポート を示します。他のインポート で手順が異なる場合は注記を付記します。

ステップ1.CSVファイルをアップロードする

On the first step of import you need to upload your prepared CSV file. Go to Clients > Accounts (or Clients > Contacts) from the left menu bar and click Import.

参照]をクリックするか、CSVファイルをドラッグ＆ドロップします。

ステップ2.顧客を作成する

2番目のステップでは、「顧客」を作成します。主な設定の説明は以下をご覧ください。

アカウント名のマッピング

Select the column header name from your spreadsheet that corresponds to TaxDome’s Account Name property. If you used Account Name as the column header name in your spreadsheet, it is automatically mapped to TaxDome’s Account Name property because they have the same name.

アカウントの種類を選択

インポート した 顧客 に 適用する アカウントタイプ を選択してください:

アカウントフィールドのマッピング

Map the columns of your CSV file to the account fields in TaxDome to have the data from the CSV columns automatically added to the account info.

顧客 マッピングするには：

a. Review all column header names from your CSV property column on the left. Decide which ones you want to add to your TaxDome accounts and which ones to skip.

b. For each row, select either the Sync field (to add the value from the CSV) or Ignore (to skip it) from the Action drop-down menu.

c. (If you selected Sync field) For each row, select from the drop-down menu the TaxDome fields to which the values from the CSV will be added. You can use the default TaxDome fields or create custom fields .

タグとチームメンバーの行は以下の通りです。

d.確認し、Continueをクリックします。

ステップ3.設定の定義

このステップでは、新しくインポートした顧客に対して設定を一括適用します：

リンクされた連絡先

When you import accounts and contacts, you may decide if you want to turn on contact toggles. These identify the basic settings for your client interactions. The best practice here is enable all contact toggles ( a, b, c) in bulk but don’t send client invitations for joining the portal. This way, you have time to set up everything first. You will be able to invite clients at a later point when you are ready.

Under Emails, you will see the example of the added email fields (e.g., Email, Additional email, etc.) mapped in the previous step . By setting up toggles, you will enable/disable a, b, c, d for each contact person whose email is linked to the imported account:

a. ログイン： 有効にすると、連絡先はTaxDTaxDome クライアントポータルを利用できます。

b. 通知 : オンにすると、連絡先はメッセージやフォームなど、すべてのシステム通知を受け取ります。

c. メール同期： オンにすると、通知センターでクライアントのメールを確認・返信できます 通知センターでクライアントのメールを確認・返信できます。

d. 招待状を送信： チェックすると、インポート 直TaxDome 招待メールが送信されます（推奨されません）。

タグ

If you already have some tags created in TaxDome, you can apply them to your imported accounts here. They will be applied to all imported accounts. If you need to apply different tags to different accounts, it’s better to add them to the spreadsheet beforehand .

割当先

Select team members who will be assigned to the clients. New accounts go to the importer by default if a team member’s name isn’t in the CSV. You can select additional team members you want them to have access to all the imported accounts.

フォルダとファイル

If you use a custom folder structure for client documents, apply folder templates in bulk to the newly created accounts. You can rely on the Default tax years template if no custom one is selected. Click Continue.

Step 4. Create contacts

Lastly, you need to add contacts to TaxDome. They will be automatically linked to the accounts. The process is similar as for the accounts: match CSV columns to TaxDome contact fields to ensure the right data is imported.

コンタクトフィールドをマッピングする：

a. Review all column header names from your CSV property on the left. Decide which ones you want to add to your TaxDome contacts and which ones to skip.

b. For each row, select either the Sync field (to add the value from the CSV) or Ignore (to skip it) from the Action drop-down menu.

c. (If you selected Sync field) For each row, select from the drop-down menu the TaxDome fields to which the values from the CSV will be added. You can use the default TaxDome fields or create custom fields .

d. Review and click Continue. This does not begin the import process. You can still return to the previous steps if you make any mistakes.

ステップ5.インポート を確認しインポート

Reviewing the mapping results, you’ll see how the import settings worked for a few examples of your data:

• Accounts will be created with which linked contacts (if any)
• Contacts will be created with which names and email addresses (if any)
• Assignees will be assigned to the accounts
• Tags will be assigned to the accounts/contacts
• Custom fields will be created and/or filled in

If everything looks good, click Start import. If not, return to make any necessary fixes. Now, you can leave the page. The import process will continue on its own.

Once the import is done, you will receive an email notification. Click the link in the message to go to the import results. You’ll see:

• How many contacts were imported
• How many spreadsheet rows were skipped
• How many accounts were created
• How many accounts were updated
• How many custom fields were created

エラーのために）スキップされた行がある場合は、どの行がなぜスキップされたかを示すCSVファイルをzip形式でエクスポートできます。

Step 5. Preview (Beta)

If your firm is in the Beta program, this step shows a preview of your import before you commit to it. At the top, three counters give you a quick summary:

• Accounts created: How many accounts will be created

• Contacts created: How many contacts will be created

• Contacts not linked: How many contacts couldn’t be linked to an account

Not every row in your CSV file has to be perfect—TaxDome fixes what it can:

• Invalid email or country: Imports without that value

• Unrecognized team member: Uses whoever ran the import instead

• Multiple values in a cell: Keeps the first recognized value

If any rows have issues, TaxDome shows an alert—Some rows need your attention—listing how many rows will be imported with missing data or skipped. Click Download CSV to see exactly which rows and why.

A row is skipped only when there’s nothing to fall back on—for example, a missing account name, or an account type TaxDome doesn’t recognize. If a cell lists more than one account type, TaxDome uses the first valid one instead of skipping the row.

Once the import finishes, the results screen shows the same kind of summary. Accounts and contacts each get their own created, updated, and skipped counts. If any rows had issues, the same alert and Download CSV link show up here too.