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Posted: Aug 07, 2009

How can I import client information from a CSV file?

In EZ-Filing > Case management > Export/import

Answer

You can import the following types of client information from a spreadsheet if you first save the spreadsheet as a CSV file. For more information on saving a spreadsheet as a CSV file, see the help that comes with your spreadsheet software.

assets
equity security holders
executory contracts and unexpired leases
liabilities
names and addresses

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	Customer Service Center Search Ask Support View Tutorials View Ch13 Plan Help Enter keyword: Print Question Question Details Posted: Aug 07, 2009 How can I import client information from a CSV file? In EZ-Filing > Case management > Export/import Answer You can import the following types of client information from a spreadsheet if you first save the spreadsheet as a CSV file. For more information on saving a spreadsheet as a CSV file, see the help that comes with your spreadsheet software. assets equity security holders executory contracts and unexpired leases liabilities names and addresses 13 Good Answer 7 Needs Work Make a Suggestion Suggestion:

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