How the Data Migration Process Works
Data Migration requires careful coordination as migration needs and data differ from fi…
Data Migration
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FAQs for Self-Migrated Financial Data
If you wish to migrate your financial data on your own, find answers to all your FAQs here. H… -
FAQs for Financial Data Migrated by CosmoLex
How do I prepare for financial migration? How do I set up CosmoLex for financial migration… -
Prepare Your Financial Data for Migration
Cleaning up your financial data in your current practice management system before you mi… -
Manage Custom Import Definitions
Import definitions allows users to create a custom format for importing items into Cosmo… -
Migrate Your Data
Data Migration requires careful coordination as migration needs and data differ from fi… -
Post-Migration Checklist
The post-migration checklist guides you through the actions necessary to ensure a smoot… -
Tracking Imported Hard Costs
Cash Basis Accounting Upon import, uncleared bank transactions come in as a separate i…
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