Importing More Clients from ProSeries Using the Import Data Tool

After you complete your initial migration by using the Data Migration tool, you can import more clients from ProSeries at a later time with the Import Data tool.


  1. Open the Import Data tool from the SmartVault Launchpad.
  2. Select your most recent version of ProSeries, select your SmartVault account, and click Next.
  3. You might need to wait for ProSeries. You'll see this window open when ProSeries has finished.
  4. Select any number of clients or select all to choose the clients you import from ProSeries.
  5. Now, back in the Import Data tool, you'll select each client you want to import. You can select any number of clients. Hold CTRL and click each client to select multiple clients that are not continuous, or hold SHIFT and click from one client to another to select all clients in between.
  6. Click Import All to import every client in this list or click Import Selected to only import those clients you've selected.
  7. As each client finishes importing, you'll see the status for the client. The import process is tracked with a progress bar, and when finished, you can click Exit.
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