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Reading and Fixing DMS Migration Errors

Overview

Once your migration finishes, you'll see the status page for the imported records. You can click on the Status column heading to review any issues there may have been during the import process. We've documented and will continue to document them on this page as we learn more. We have also provided possible solutions for these messages.

Applies to:

SmartVault for Intuit Tax Lacerte and ProSeries

SmartVault for Intuit Tax Lacerte Solo and Team plans

SmartVault for Intuit Tax ProSeries Solo and Team plans

Possible Status Message

 

Password Required - Certain DMS clients may require passwords to open and import them.
Resolution
  1. Click the SmartVault Launchpad icon > Sign in > click the Import Data link.
  2. Select Intuit DMS and your account name, then click Next.
  3. Click Next on the following window and select the job that indicates that is Incomplete and click View.
  4. Click the Status column heading to sort the messages in descending order (or use the scroll bar).
  5. Select the record(s) with a left of the mouse on the line (or multi-select using the Ctrl key and left mouse click) indicating the status Password Required.
  6. Right click the  selected record(s) and select Edit Passwords.
  7. Enter the password in the field and click Add  (enter as many passwords as needed) then click Ok.
  8. Right click the same record(s) and select Import Selected Clients(s).


Let the import complete and check the status column again for additional information. They should all indicate Completed.

 

The network failed to connect to server: "my.smartvault.com  - may occur when the connection to SmartVault has been dropped or the SmartVault application has been signed out during the data import.
Resolution
  1. Click the SmartVault Launchpad icon > Sign in > click the Import Data link.
  2. Select Intuit DMS and your account name, then click Next.
  3. Click Next on the following window and select the job that indicates that is Incomplete and click View.
  4. Click the Status column heading to sort the messages in descending order (or use the scroll bar).
  5. Select the record(s) with a left of the mouse on the line (or multi-select using the Ctrl key and left mouse click) indicating the status Failed.
  6. Right click the same record(s) and select Import Selected Clients(s)

 

The Data Import utility will attempt to re-Import these records.They should all indicate Completed.

If you still see errors after this in the status log, please submit a ticket at Contact Support.

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Last modified
22:12, 4 Sep 2014

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