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Open the Import Data Tool from Connected Desktop (Not for Initial DMS Migration)

Overview

You can access the Import Data tool from Connected Desktop. After opening the Import Data tool, you can perform the same actions you can perform from the Import Data tool when opening from the SmartVault Launchpad. You should only use this import method if you have already completed your initial data migration from DMS. See Getting Started with Your DMS Migration to perform your initial data import.

Steps

  1. Click on File in the main menu within Connected Desktop and select Import data...

    CD_Import_Data.png

     
  2. The Import Data tool opens.
    The available sources will vary between Tax and Accounting plans.
    DT_DMS_Folder_Wizard_Import_Data.png
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