Migrating Workpapers CS data to Virtual Office CS or SaaS

Alerts and notices

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 1,6,1 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 1,6,1 to let us know that your SQL database has been uploaded.

Note: Databases are generally restored within 1 business day, depending on the size of the database and the time of day we receive the request.

Related topic: Getting started with Virtual Office CS or SaaS