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Run a data sync or data refresh before importing documents and processing them in <b>ATO SmartDocs</b>. This ensures that the latest client data is available in the <b>HubData</b> area.

Refer to the data refresh or sync steps for your specific Practice Management System.

<a href="https://help-atosmartdocs.theaccessgroup.com/en/articles/15008569-data-refresh-aps-contacts">Data Refresh APS (Contacts+)</a>

<a href="https://help-atosmartdocs.theaccessgroup.com/en/articles/13737932-data-refresh-aps" rel="nofollow noopener noreferrer" target="_blank">Data Refresh APS (SQL)</a>

<a href="https://help-atosmartdocs.theaccessgroup.com/en/articles/13737939-data-refresh-cch-ifirm" rel="nofollow noopener noreferrer" target="_blank">Data Refresh CCH iFirm</a>

<a href="https://help-atosmartdocs.theaccessgroup.com/en/articles/13741975-data-refresh-handisoft-classic" rel="nofollow noopener noreferrer" target="_blank">Data Refresh Handisoft (Classic)</a>

<a href="https://help-atosmartdocs.theaccessgroup.com/en/articles/13741987-data-refresh-handisoft-sql" rel="nofollow noopener noreferrer" target="_blank">Data Refresh Handisoft (SQL)</a>

<a href="https://help-atosmartdocs.theaccessgroup.com/en/articles/13742007-data-refresh-lodgeit" rel="nofollow noopener noreferrer" target="_blank">Data Refresh LODGEiT</a>

<a href="https://help-atosmartdocs.theaccessgroup.com/en/articles/13742022-data-refresh-myob-ae-and-ao" rel="nofollow noopener noreferrer" target="_blank">Data Refresh MYOB AE &amp; AO (SQL)</a>

<a href="https://help-atosmartdocs.theaccessgroup.com/en/articles/13737958-data-refresh-myob-practice-manager-formerly-greatsoft" rel="nofollow noopener noreferrer" target="_blank">Data Refresh MYOB Practice Manager</a>

<a href="https://help-atosmartdocs.theaccessgroup.com/en/articles/13742026-data-refresh-xero" rel="nofollow noopener noreferrer" target="_blank">Data Refresh Xero</a>

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