Importing Clients from Database

The Import Clients from Database option under the Administration menu allows you to import any saved client profiles in your database to e-form RS.

Note:Users must be granted the Import/Export Clients, Forms & Users right by the account administrator to perform this task.

To Import Clients from Database:

1. Click Import Clients from Database under Administration menu. This will display Import Clients from Database in a new window.
2. Browse to select the MDB Database file containing the client data to be imported.
3. Client data from the import file will be displayed in the Client List below.
4. Under Select column, check the box next to each Taxpayer Name from the displayed Client List that you wish to import.
   

   Note: Use Select All/Unselect All/Refresh the List options from the top toolbar as necessary.

5. Click Import Clients from the top-toolbar.
   The imported clients will be added to your account.