Export ProFile data into Excel with Client Explorer

About exporting ProFile data

The export feature allows preparers to select, export, and work with ProFile customer data in another program. In this example, ProFile customer details are exported into a Microsoft Excel file to better organize and manage customer data.

The export feature is performed via the Client Explorer database.

Export to Microsoft Excel using the Client Explorer database

Note: It is only possible to export returns of a single type (for example, a 2022 T1) when undertaking a filtering and exporting effort. Exporting multiple types of returns in one effort is not currently possible.

Filter the returns

1. Open ProFile.
2. Select Client Explorer from the Goto drop-down menu in the top toolbar. The Client Explorer displays.
3. Click the Filter button. The Filter pane displays at the bottom of the window.

4. Select the required module (for example,T1) from the tab menu. Unselect any other modules.
5. Select the tax year, Client Status, and other applicable values to filter for results.

Tip: Right-click in a tab within a module (for example, the Years tab within the T1 module) and select the Clear All option. All tax years are cleared, facilitating the ability to easily select a single tax year.

6. Select the Apply Filters button. The filtered results display.

Select fields to export to Microsoft Excel

1. Choose Select All from the Database drop-down menu in the top toolbar. The filtered returns are all selected.
2. Select Export... from the Database drop-down menu in the top toolbar. The Export Files window displays.
3. Select the Options button. The Export Options window displays.

4. Select the Add button; the Select Field window displays.

Multiple types of fields can be selected and added to the export list, including:

• Personal Info
• T1 Jacket
• T1 Schedules
• Invoices

Add a field to the export list

Note: Only one field can be selected and added to the export list at a time.

1. Navigate through the tabs and field names and locate the field to export.
2. Select the field.

3. Select the OK button. The selected field is added to the list of fields to export to the Microsoft Excel file.

Export field names via the Pick function

The Pick function allows preparers to export field names that have been selected in the Export Options window.

1. Select the Pick button; the list of available fields displays.
2. Select the required field name and click the OK button. The selected field name is added to the list of fields to export to the Microsoft Excel file.

Delete a field from the export list

1. Select each field to delete individually in the Export list.
2.  Select the Delete button. The field deletes from the Export list.

Export the selected fields

1. Select the Format tab in the Export Options window.
2. Select the small file folder icon; the Open window displays.
3. Navigate to the location where the file should be created and saved.
4. Right-click in the location and select the Text Document option under the New menu.

A new text document is created.

5. Rename the new text document as required.

6. Select the new text document and select the Open button. The Export Options window displays, listing the text document characteristics.

7. In the Export to File field, change the file extension to .xls.

Note: It is necessary to have the option to show file extensions turned on to set the file extension to .xls. Review this article to learn how.

8. In the Export Type field, select the Tab Delimited option from the drop-down menu.

9. Select the Export Field Names checkbox.

10. Select the Save button.
11. Select the OK button. The Export Files window displays.
12. Select the Export button. The export process begins.

13. Navigate to the location of the exported file and double-click the Excel file.
14. Select Yes when prompted by a warning message.

Note: Customers will see two documents in the specified location: a .txt file and an .xls file. This is normal behaviour. The .txt file can be deleted.