Canopy Tax Export

Canopy Tax Export

  1. Click Contacts on the top banner.


  2. Click the ellipses (three dots) in the upper-right.


  3. Click Export All Contacts.



Data Disclaimers:

  1. Do not send data files via email.
  2. The cleanliness of data uploaded depends on the cleanliness of the source data.
  3. If data is in all caps, we will convert to proper case. Please know names such as "MCDONALD" will convert to "Mcdonald".
  4. Data should include first names, last names, account/client names, email addresses, phone numbers, and entity types. 
    1. Email addresses are extremely important.  This is how you will send your invites to Liscio.  Please include as many as possible!
  5. Mobile numbers must be classified as such in order to go under the Mobile Phone category.
  6. If no entity types (i.e. S-Corp, Partnership, Trust, etc.) are listed, accounts/clients will default to Individual or Organization. 
  7. Contacts cannot share an email address.
  8. Phone numbers without area codes cannot be imported.
  9. Duplicate Account Names and Contact Names can occur if they exist in source data.
  10. Certain fields, such as Bank Account, Notes, or Birthdates, cannot be imported.

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



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