Importing Data Using the SmartVault Import Data Tool

With the SmartVault Import Data Tool, you can easily import data from various sources. This includes different products, accounting packages, and supported formats such as DMS, Intuit Lacerte or ProSeries, and CSV files.

Although the specific steps may vary depending on the data source, the general process usually involves these steps:

1. Accessing the Import Data Tool.
2. Choosing the data source
3. Selecting the file or specifying the data import.
4. Running the import operation.

Please refer to the following links for detailed instructions for each data source:

• DMS 
• Intuit Lacerte or ProSeries 
• CSV File