For advanced imports, create a Bulk Autofill initialization file to help generate the Excel configuration file, and a Mapping/Grouping initialization file to automatically fill out map and group numbers.Īfter completing these prerequisites, you can proceed with a basic (single) or advanced (multiple) import.Synchronize your ProSystem fx Engagement Binders.Ensure you have a local installation of ProSystem fx Engagement on your workstation. ![]() Install and configure a SQL Server instance on your workstation to facilitate the conversion. ![]() For a list of supported ProSystem fx Engagement versions, see the Software Import Index.īefore you can proceed, you must complete the following prerequisites: ![]() You can import client information, Trial Balance data, and associated documents from ProSystem fx Engagement to your Working Papers file.
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