Bring your client roster over from a CSV or Excel export. We'll map the columns and catch duplicates before anything is created.
Drop a CSV or Excel file, or browse.csv, .xlsx, .xls, or .xlsm — the first sheet is used
or
Import from QuickBooksPick exactly which customers come over — a messy QuickBooks is fine.
Where's this from?
TaxDome export
On duplicate, by default
Update existing — fill blanks only
Saved mappings
No saved mappings yet — save one on the next step and it'll show up here.
Map columns
taxdome-clients.csv · 200+ rows detected · unmapped columns are kept, not lost
Email and phone create a primary contact for each client — LedgerOS keeps contacts separate from the client record, so you can add spouses and partners later.
Source columnLedgerOS fieldSample
Client NameDisplay name Kestrel Manufacturing LLC
EntityEntity type LLC llc
Primary EmailEmail ap@kestrelmfg.example
CellPhone (860) 555-0148
Portal Notes— Don't import — Prefers paper copies
Save as a mapping profile
Mapping name
BackClient names come from Display name.Preview & check duplicates
Review before creating
taxdome-clients.csv · 202 rows · resolve the flagged rows, then create.
186
New — will be created
12
Already linked — update
4
Need review
12
Duplicates
4 rows need a decision before you can create. These may already exist.
Need review · 4
Alvarez Family TrustAlvarez Family Trust (2019)Possible match by nameResolve →
J. HendersonJohn HendersonMore than one possible matchResolve →
New clients · 186
142 individuals · 44 businesses — individuals get a taxpayer contact; switch any row that's wrong.
Select rows to set their type in bulkSelect all businesses (44)Select all individuals (142)