Customer Onboarding Individual - Migration from Other Software - Step #2b Submit your Conversion Checklist

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Step #2b Conversion Checklist

The Data Conversion Checklist Worksheet is designed to help you prepare to complete the information requested in the online conversion checklist link you were emailed.  Please download/print and complete the linked worksheet based on the information in the data you will be sending us for conversion.

Data Conversion Checklist Worksheet

Please save your completed checklist worksheet to populate complete the online Conversion Checklist and to use as part of your data validation when your conversion is ready for review.

If you would like to read all the steps in the Conversion Process, click the Conversion Steps document link below:

ParishSOFT Family Suite Conversion Steps

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