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Migrate SMART data to Virtual Office CS or SaaS

Follow these steps to migrate data from a local or network drive to Virtual Office or a Software as a Service (SaaS) application for the following PPC SMART applications:
  • PPC SMART Practice Aids
  • PPC SMART Firm Library
  • PPC SMART Single Audit
  1. Part 1: Back up data from the local installations of PPC Smart applications
  2. Create a folder on your local drive named
    SMARTtransfer
    .
    1. Double-click
      My Computer
       on your desktop.
    2. Double-click the
      C:\
       drive.
    3. Select
      File
      ,
      New
      , then
      Folder
      .
    4. Name the folder
      SMARTtransfer
      .
  3. Open the PPC SMART application and select
    Tools
    , then
    Transfer Engagement
    .
  4. In the Transfer Engagement Wizard, select the database and client name for the engagement.
  5. Select the name of the engagement you want to transfer.
  6. Select
    Next
    .
  7. Enter a name for the engagement transfer file.
  8. Optional: Mark the
    Ready-Only
     checkbox to transfer a read-only engagement that staff members can't edit.
  9. Select
    Browse
     and go to
    C:\SMARTtransfer
    .
  10. Select
    Finish
    .
  11. Repeat steps 2 through 9 to create transfer files for other PPC SMART applications.
  12. Part 2: Restore data into the Virtual Office CS or SaaS installations of PPC SMART applications
  13. Select
    Applications
     in the NetStaff CS tab of the navigation pane.
  14. In the Virtual Office CS screen, select the PPC SMART application you're restoring data into.
  15. Select
    Tools
    , then
    Receive Engagement
    .
  16. Select
    Browse
    , go to the
    SMARTtransfer
     folder on your local C:\ drive, and select the transfer file for the PPC SMART application.
  17. Mark the
    Open engagement when receive process is complete
     checkbox to display the engagement in the PPC SMART application when the receive process is complete.
  18. Select
    Receive
    .
When the receive process is complete, the PPC application asks if you want to delete the transfer file. In most cases, you won't need the transfer file after the engagement is successfully received. Select
Yes
 to delete the transfer file or
No
 to retain the transfer file on your computer.

This article applies to:

  • Product: Virtual Office CS
  • Subject: Engagements, Export
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