👉 You can import custom account CRM data directly during import
👉 You can create new custom account fields directly during import
👉 If you've already imported accounts, you can always use the import tool to bring in new custom account information, updating your CRM data
đź’ˇ Example: if you add information about business clients, then you can also add fields such as EIN, Primary Contact, Company Size, Company Website, and any other pertinent info during import. For a personal account, you may want Phone Number or SSN to show directly on the info tab of the account.
⚠️ As a reminder, your custom account fields are easily accessible on the Info tab of the client’s profile.
đź“– Find out more in our Help Center: https://help.taxdome.com/article/126-custom-crm-fields#7