Partner Data Import for Lacerte

Beginning in Lacerte 2018, you can import Partner Data from a Comma Separated Values (CSV) file. Most commonly these are created using a spreadsheet program such as Microsoft Excel. You can both add new partners with the import, as well as update existing partners.

When preparing your file for import:

• Only one partner should be listed on each row.
• Each item should reside within its own cell.
• Partner and related information should reside in the same row.
• Other items to note:
  • Foreign addresses do not contain a zip code, and must be manually entered
  • Each partner is unique, if partners are duplicated, errors can be encountered during import
  • There are no blank cells in the required fields such as SSN/EIN

Importing the Partner Information:

Starting the import:

1. Go to Screen 7, Partner Information.
2. In the left navigation panel, select Import.
   • This will open the Import Guide.
3. Select Get Started, located in the lower right-hand corner.
   • This will open the Lacerte Partner Import window.
4. Select Browse File to locate the CSV file containing your partner information.
   • Once selected, the details within the CSV file will appear in the Lacerte Partner window.
5. Update the following information:
   • Worksheet: Select the applicable worksheet within the CSV file you wish to work with (default is Sheet1).
   • Header Row: Indicate which row is your header row, describing the content within each column.
   • Display data during mapping from: This is the row containing the partner information you will be importing.
6. Select Next.
   • This will open the Lacerte Partner - Mapping Screen.
7. Follow the steps below to use new mapping or existing mapping
   • Use new mapping
     1. Highlight the data listed on the left column of the Lacerte Partner screen.
     2. Use the column on the right to map each item
        • Note: If you incorrectly map an item to a field, you can remove the mapping by right-clicking on the input field.
     3. Select Next once all items have been mapped.
   • Use existing mapping
     1. Within the Load Mapping Template field, select the applicable existing mapping.
     2. Select Next once all items have been mapped.
8. Select Show details, to review the data in the Lacerte Partner Import Review screen.
9. Once the information displayed has been reviewed and approved, select Confirm Import.

To import multiple files, repeat steps 1 through 9 for each additional item.

Video Demonstration

Partner Data Import from Customer Success & Training on Vimeo.