First, go to Truss Prep, and click on the Gear Icon ⚙️:
You'll be prompted to upload a .zip of your data file. Here are the instructions:
Lacerte Instructions to export IDATA
In your computer or server that holds the Lacerte data, navigate to C:\Lacerte\25TAX (or whatever the CURRENT tax year is).
Then, right-click on the IDATA folder. In the Windows Menu, go down to "Compress to...", and select "ZIP File".
This may take a few minutes to zip for large files.
Upload the resulting ZIP file to Truss.
CCH Axcess Instructions to export .DAT
You can watch this loom for how to generate the .DAT files to import:
Drop the file into Truss when ready.