Import templates

Add many clients at once. Download a template, fill it in (or export from your practice software), then upload it on the Import page in your dashboard.

• Ordexly template (any spreadsheet): one row per client business.
• QuickBooks Online: Customer Contact List sample
• TaxDome: accounts sample
• Karbon: contacts sample
• Drake Tax: Report Manager export sample

Columns in the Ordexly template: name, entity_type, states (separated by | or commas), formation_month, formation_year, payroll, sales_tax_frequency, deposit_schedule, client_email and client_reminders. You review every row before anything is saved.

Go to Import Getting started

CSV import works with files exported from these tools; it is not a live integration. Available on Solo, Firm and Practice.