Migration help

Moving from TaxDome

Export your contacts, map the columns, and see a dry run before anything is written.

1
Export from TaxDome
Export your contacts (and, if you keep them there, cases) as CSV from TaxDome.
2
Map the columns
The import wizard in Settings → Import reads the header row and lets you match each column to a field — name, email, phone, tags, source.
3
Preview the dry run
See exactly what would be created, updated or skipped, with duplicates flagged by email. Nothing is written during the dry run.
4
Run it, then verify
When the preview looks right, run the import and spot-check contacts in the CRM. First-touch sources are preserved from the file.

In the current release the wizard runs the dry run only; the write step ships with the production import.

Bring your export to the call.

We'll run the dry run together.

Migration help

Export your contacts, map the columns, and see a dry run before anything is written.

1
Export from TaxDome
Export your contacts (and, if you keep them there, cases) as CSV from TaxDome.
2
Map the columns
The import wizard in Settings → Import reads the header row and lets you match each column to a field — name, email, phone, tags, source.
3
Preview the dry run
See exactly what would be created, updated or skipped, with duplicates flagged by email. Nothing is written during the dry run.
4
Run it, then verify
When the preview looks right, run the import and spot-check contacts in the CRM. First-touch sources are preserved from the file.

In the current release the wizard runs the dry run only; the write step ships with the production import.

We'll run the dry run together.