Conversion to Denali > Conversion Process
 Cougar Mountain Website  
Conversion Process
 
CMS Professional to Denali Conversion Settings
Working with the Conversion Reports
These topics assume you reviewed all of the information in Before Converting to Denali; if this is not the case, please do so before you continue with the conversion process.
To convert existing data for all modules:
1 In Denali, select the Set Up/Select Organization icon from the workflow.
The CMS Set Up/Select Organization window opens.
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2 In the Set Up/Select Organization window, click New.
The CMS Select Accounting Type window appears.
3 From the radio buttons in the CMS Select Accounting Type window choose if you want to create a Fund or Non-Fund organization type.
After you select OK, the Create Denali Organization window appears.
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4 In the Create Denali Organization window, select the Convert from CMS Professional radio button. This option is only available in the 32-bit version of Denali.
5 Select OK.
6 Continue with the instructions in CMS Professional to Denali Conversion Settings.
To convert existing data for Payroll only: (only available in 32-bit Denali)
1 Open the Controller module by selecting Start > All Programs > Denali by Cougar Mountain > Controller.
2 When the CMS Select Organization window appears, double-click the organization you want to convert your Payroll data into and log in.
3 Select Organization > Convert Payroll To Denali from the menu bar. If you already installed Payroll into the organization, a message appears that informs you that Payroll is already installed and any data you entered in Denali will be overwritten by the data converted from CMS Professional.
4 Select OK to begin the conversion.
The CMS Professional to Denali Conversion window appears.
5 Continue with the instructions in CMS Professional to Denali Conversion Settings.