Rules for importing Clients and Groups
You can import client and group lists together or separately. If these components are in separate files you can perform the import procedure normally. If these components are in a single file you can:
- Import only one component
- Import both components
In either case, you must specify which records are clients and which records are groups. The import file must have a column that identifies this distinction. This can be an existing column in your import file or you may have to manually add a column to your import file that indicates a record is a client or group.
In the import wizard you can specify the column that identifies each component.
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
CaseWare Support
NORTH AMERICA
Email: support@caseware.com
Phone: 416-867-9504
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