Importing from Client Strategist (3 & 6)
The instructions in this topic are for importing from Client Strategist 3 & 6 into CaseWare Working Papers. If you are importing from Client Strategist 8, see Importing from Client Strategist 8.
Requirements
| File | Containing... |
|---|---|
| filename.GLM | Profile information |
| filename.GLA | Trial Balance (Chart of Accounts) |
Prerequisites
- If Protection is activated, the File permission "Import" is required to perform this operation.
Procedure
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Open the client file in which you want to import.
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From the Engagement tab, select Import | Working Paper Software.
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In the Convert From field, select Client Strategist (3 & 6) and in the Version field, select the version of Client Strategist you want to import.
Note: Click here to see all Working Paper Software supported versions.
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In the Convert Path field, type the exact path where the file you want to import resides or use Browse to locate the file manually.
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To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
- In the Select Client ID file field, type or select the name of the file to be converted (no extension is required).
- In the Prior Year Bucket field, enter the number of years worth of data to be converted, if applicable.
- Click OK to begin importing.
Results
The information from the Client Strategist files will be imported into the Working Papers client file.
