Import conversion data
Before you begin the conversion process, read the Practice CS Conversion Information Kit for important information such as items transferred during conversion, items not converted, and required processing steps prior to conversion. If you have difficulty opening this guide, you might need to download and install the latest version of the Adobe Reader from the Downloads page of the Adobe website.
Available conversion types
Practice CS has 4 types of conversions available:
- Demographic— Includes only facts about clients, staff, offices, and contacts such as their names, addresses, phone numbers, as well as configuration settings for practice management system such as engagements and activities. This doesn't include any portions of time and billing elements.
- WIP & A/R— Includes demographic data, plus some level of information (summary or detail) for unbilled time and expenses, unpaid invoices, and unapplied receipts and adjustments.
- Historical— Includes detail information of WIP, both unpaid and paid invoices with either detail or summary for billed time and expenses, and both unapplied and applied receipts and adjustments. Also includes demographic data, unbilled time & expenses in detailed form, unpaid and paid invoices with either summary or detail of billed time and expenses, unapplied and applied receipts and adjustments in detailed form.
- Custom conversions
note
Historical data and custom conversions are done at our facility in Ann Arbor, Michigan. For information and pricing call (800) 968-8900 and speak to a Sales team member.
Instructions for converting setup and open balance data
Practice CS has an Export/Import feature that lets you convert your Creative Solutions Practice (CSP) Setup and Open Balance data in your office at your convenience. To convert Setup or Open Balance data from CSP into Practice CS, follow these steps.
note
- If our Conversions team is converting your CSP data, you don’t need to complete these procedures. We’ll convert the Setup and Open Balance data along with your Historical data.
- The export portion must be done from a computer with either CSP installed or Microsoft Access 2000 or later installed.
Export the data from CSP
- In Windows Explorer, go to the \Wincsi\Practice CS\Conversion folder.
- Double-click the CSPExport.MDE file. This MDE file is an export application that pulls data from your current CSP data structure. Later in the conversion process you will need to import this information into Practice CS.
- Select the information you would like to export from CSP. Your options areSetup information only(Demographic) orSetup information + open WIP and A/R data(WIP & AR). Select one of the options and selectNext.
- Enter the path to your CSP database. The default path is to your current CSP data location. Then enter the path to a destination folder for your exported data, or use the default location (\WinCSI\PSData\Exported_Data\). SelectNext.
- Select the Practice CS phone descriptions that should be used in place of your CSP phone descriptions. The export application will populate the Practice CS description with the closest match from CSP. If a match can't be found, the field will be left blank. You can let the export find an available spot for it, or you can select an item from the list. SelectNext.
- SelectExportto begin the export process. When the export is finished, you will be able to view and print an Exception Report, a WIP Balance Report, and/or an A/R Balance Report.
- The Exception Report lists any fields that were truncated, any phone number mapped to a different location, timesheet items that couldn’t be converted, or any other criteria that violate the rules of Practice CS.
- The WIP Balance Report displays any WIP differences during the export. This is merely an Exception Report if the balance from CSP differs from the balance in Practice CS. 1 cause for this type of adjustment is progress bill entries that have a negative remaining amount of WIP in CSP. This type of transaction is not permitted in Practice CS, so a WIP adjustment is made so that the remaining amount is not less than 0.
- The AR Balance Report displays any A/R differences between the A/R that was actually exported and the A/R balance in CSP. The report lists the difference by client ID and attempts to give a brief explanation of the difference. One potential cause for the A/R to be different is if a payment exceeds an invoice amount. This is not allowed in Practice CS, so the credit balance can't be converted.
- After previewing and printing any exception reports, SelectExitto close the export application.
Import the CSP data into Practice CS
- Start Practice CS.
- If you haven’t already done so, create a new firm.noteThe firm name must contain only letters and numbers, with no spaces.
- Select .
- Select and change the period to match your current processing period in CSP.
- From the File menu, select .
- In theImport Conversion Datawindow, enter or go to the location of the exported CSP data. The default path is \WINCSI\PSDATA\Exported_Data\.
- SelectOKto import the data.
- When the import is complete, you will receive a message indicating that the import was successful on theResultstab of theImport Conversion Datawindow. View the total errors on the screen. If there were errors, you can view the details on theError Detailstab of theImport Conversion Datawindow.
- Verify that Practice CS is in the correct period. The Current Period is shown in the lower corner of the application screen. If the period is not correct, select to change it.