To ensure a seamless process, we require that you submit your conversion checklist at least five business days before your scheduled initial conversion date.
Please follow the link below to access our web form and complete your conversion checklist:
This form provides clear instructions for mapping records from your old system, which is crucial for a successful data conversion. Additionally, we recommend using our Data Conversion Checklist Worksheet to compile the necessary information from your existing software.
Please note that while the worksheet is strongly recommended as a guide to help you in completing the checklist, it is not actually required as it will NOT be submitted.
Important Note: Timely submissions are essential. Late submissions may result in the need to reschedule your implementation to the Family Suite.
If you have any questions or need further assistance, feel free to contact your Project Manager.
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