About the SmartVault Virtual Cabinet Migration Process

If you are ready to import your Virtual Cabinet data to SmartVault, the following list provides an overview of the process.

  1. Install the SmartVault software
  2. Import clients via CSV
  3. Modify folder templates
  4. Export from Virtual Cabinet
  5. Upload the data to SmartVault
  6. Client Matching - Mapping your Client Data
  7. Client Import and Review


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