Attached are sample data upload files for use in importing Account, Contact and Relationship data to Liscio.
Please work with your Liscio service representative to upload the data.
Brief Information about the templates:
1. The Contact Import Flat File: In Liscio, a Contact is a single person so if you have a married couple, for example, John & Jane Smith, John Smith would be a contact and Jane Smith would be a contact.
2. Account Import Flat File: In Liscio, Accounts are entities. This could be a 1040/Individual or a business. So Smith, John & Jane could be a 1040 account. If John also had a business, for example Smith Real Estate Co., that would also be an Account.
3. Relationships Import Flat File: In Liscio we use Relationships to tie your Contacts to their Accounts. So in our example, John Smith would be related to the Accounts Smith, John & Jane and also Smith Real Estate Co.