Migrating Workpapers CS data to Virtual Office CS or SaaS

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To place a copy of your Workpapers CS SQL database within Virtual Office CS or SaaS, follow these instructions.

  1. Create a backup of your Workpapers CS SQL database. For instructions, see Backing up the firm database.
  2. Contact support at 800-968-0600, then press options 1,7,1 to have a Support representative setup a Secure Data Exchange for you to upload your data.

    Support Reps: It is very important that you provide your contact information on this call so the firm can contact you once the data is available on the Secure Data Exchange.

    Internal: Using MKT for Secure Data Exchange

  3. Upload the SQL database to your Secure Data Exchange. For instructions, see Uploading data to Secure Data Exchange.
  4. Contact Support at 800-968-0600, then press options 1,7,1 to let us know that your SQL database has been uploaded.

Note: There will be a 24-48 hour turnaround before your SQL data is available in the CS Application.

Related topic: Getting started with Virtual Office CS or SaaS

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