![]() Now, you can leave the page the process continues on its own. If everything looks good, click Start Import. When you review mapping results, you’ll see the following: This does not begin the import process, and you can still return to this step if you’ve made any mistakes. Once you’ve finished mapping, click Continue. You can also add a new field by clicking the New field in the drop-down. For more details about contact custom fields, go here. If you choose Map to property, select the contact field from the drop-down. To start importing your contacts to TaxDome, review all column header names from your spreadsheet on the left, then choose either Do not import or Map to property in the drop-down. If you have column header names in your spreadsheet that match the TaxDome contact field names, they are automatically mapped. If no templates were created, our Default Tax Years template is automatically applied to the accounts. For more details about creating folder templates, go here. Folders and documents: If you use a custom folder structure for client documents, apply folder templates in bulk to the new accounts.Read more on account access in the article. Select which team members should also have account access. Assignees: New accounts are assigned to the person who imports them.If you haven’t created tags yet, learn how here. Tags: Select tags to identify the imported accounts. ![]() For more on portal access settings, go here.
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