Import: Troubleshooting

This is a guide for the issues you may encounter when importing your client data to TaxDome. It aims to remedy the basic problems you may have when trying to automatically create accounts and contacts.

Covered here:

How Do I Convert My CSV File to UTF-8

If your program doesn’t allow you to select the encoding type, you can convert your CSV file to UTF-8 using Notepad.

Here are the steps:

1. Click the Start button, enter notepad in the search field, and then press Enter to launch Notepad.

2. Go to File, select Open, and then select All Files option from the drop-down menu.

3. Select the CSV file that you need to convert to UTF-8, and then click Open. The file will be opened in Notepad.

4. Go to File, select Save As, and then add .csv to the file name (otherwise, file will be saved as a .txt).

5. Go to the Encoding drop-down menu, select UTF-8, then click Save. You can now upload the CSV file to TaxDome.

How Can I Add Additional Contacts through import
If you would like to link more contacts to an account - you can do so manually or by more imports.
If you import contacts to an existing account, so long as the column that is mapped to Account Name is the same, it will link the new contact to the existing account. No duplicate accounts will be created.

How Can I Delete All Contacts Added During Import

If something went wrong during contacts import, you can easily delete all contacts created.

1. Click on the Filter button on the far right of the menu bar on the Contacts page.

2. Select the date and time of your import under the Imported at filter. The most recent one is always displayed at the top.

3. Click Apply, then select the checkbox above the list.

4. Click on  Delete at the top, click , then click Confirm.

How Can I Delete All Accounts Added During Import

If something went wrong during client data import, you can easily delete all accounts created. But before, you need to archive them. Here's how:

1. Click on the  Filter button on the far right of the menu bar on the Accounts page.

2. Select the date and time of your import under the  Imported at filter. The most recent one is always displayed at the top.

3. Click  Apply, then select the checkbox above the list.

4. Click on the three-dots icon at the top, click Archive Accounts, then click Confirm.

5. Go to the Archived subtab, then repeat steps 1-3. 

6. Click on the three-dots icon at the top, click  Delete, then click Confirm.

Didn't Add Client Portal Access or Activate Accounts During Import

If you didn’t map the Email property to the email field from your spreadsheet during the import process, the accounts will have linked contacts, but those contacts won’t be able to log on to TaxDome or receive notifications. Those accounts will be offline, which is indicated by a yellow icon.

If you would like the offline accounts to become active, you can do another import with the same CSV file.

This time, do the following:

  1. Map the TaxDome Account Name property to your spreadsheet’s account name again. 
  2. At this point, you’ll be able to choose whether you want to turn on the portal access (by turning on the LOGIN toggle) and send your clients invitations to use their TaxDome portal (by turning on the Send Invitation toggle), or you can do this later from the Pending Activation subtab in the Accounts tab. 
  3. Finally, map the TaxDome Email contact field to your spreadsheet’s email column but skip mapping the other contact fields. 

This will populate the email fields in the profile access section but won’t create duplicate accounts (as long as the account name fields match).


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