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OnboardMe + LodgeiT
Export your clients from OnboardMe and import them straight into LodgeiT, without retyping their details.
What syncs
What moves between OnboardMe and LodgeiT.
Clients → to LodgeiT
Client details, addresses, tax numbers and bank details exported in a LodgeiT-ready CSV.
How it works
How OnboardMe works with LodgeiT.
Step 1
Onboard the client
Collect details through OnboardMe as usual.
Step 2
Export
Download the LodgeiT export from the Data Hub.
Step 3
Import into LodgeiT
Import the file into LodgeiT and you’re ready to lodge.
Setup
Getting connected
No connection needed. Export from OnboardMe and import into LodgeiT.
- Find it under Settings → Data Hub → Export → Special Export.
- The file includes all your clients.
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Stay updated
Get the latest updates on new features, integrations, and tips for onboarding clients.
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