Converting to AdvanceFlow from Engagement CS or Trial Balance CS on Software as a Service (SaaS)

Alerts and notices

To convert your client data from Engagement CS or Trial Balance CS on Software as a Service (SaaS) to AdvanceFlow, the client data and system files will need to be moved to a local environment at your firm. Use the following procedure to complete this process on a local workstation.

  1. Download and install the Creative Solutions Accounting Conversion Utility on the local workstation. (Details)
    1. Log in to AdvanceFlow.
    2. Select Administration > Downloads, and then click the Miscellaneous tab.
    3. Click the Creative Solutions Accounting link in the Conversion Utility section to download the CSA to AdvanceFlow conversion Setup.msi file to your local machine.
    4. Double-click the file to install the AdvanceFlow conversion program to C:\Program Files (x86)\Thomson Reuters\AdvanceFlow.
  2. Using File Explorer, access the local C: drive of the workstation and add a folder named WINCSI.
  3. Add two new folders inside the WINCSI folder, named as listed below.
    • CSAData
    • CSASys
  4. Log in to SaaS and then open Microsoft Word or Excel.
  5. In the Microsoft Office application you opened, click the File tab in the ribbon and choose Open > Browse.
  6. In the lower right corner of the Browse window, select All Files (*.*) from the drop-down menu.
  7. In the navigation bar on the left side of the Open dialog, expand Computer to navigate to files in SaaS or on your local computer.
  8. Copy the CSA System Data files. (Details)
    1. Navigate to Y:\CSASys.
    2. Highlight the csa.sys file.
    3. Hold down the CTRL key and then highlight the wsw.sys file also.
    4. Press CTRL+C to copy the files.
    5. Navigate to C$ V:\WINCSI\CSASys. This is how SaaS displays the C:\WINCSI\CSAData folder you created above.
    6. Press CTRL+V to paste the files into this location.
  9. Copy the CSA client list file.(Details)
    1. Navigate to Y:\CSAData.
    2. Highlight the CltList.wsw file.
    3. Press CTRL+C to copy the file.
    4. Navigate to C$ V:\WINCSI\CSAData.
    5. Press CTRL+V to paste the client list file into this location.
  10. Copy a CSA client folder.(Details)
    1. Navigate to Y:\CSAData.
    2. Highlight a single client’s folder.
    3. Press CTRL+C to copy the file(s).
    4. Navigate to C$ V:\WINCSI\CSAData.
    5. Press CTRL+V to paste the client's folder into this location.
  11. Run the Creative Solutions Accounting Conversion Utility. Refer to the Conversion Guide for specific steps.

    Note: During the conversion import procedures, use the local CSA system (C:\WINCSI\CSASys) and client data paths (C:\WINCSI\CSAData).

  12. Repeat steps 10 and 11 as needed to convert additional clients to AdvanceFlow.

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