Key family and child information like names, addresses, classrooms and ledger card history will convert from version 9.1 to Procare v10. However, some things (such as
Billing Box information) are structured in a substantially different way such that it is not feasible to convert them. See the
Conversion Table for details.
Yes, but be sure to
Backup v10 before entering any practice data. Read the full article "
Practice in v10".
There are four basic steps:
- Prepare Your 9.1 Data
- Export 9.1 Data to a Conversion File
- Import Conversion File to v10
- Review Data in v10
Read the full
Conversion Article.
You may convert each main module just once. For example you could convert Family Data & Accounting now, then later convert Employee Data & Payroll (see
Payroll Conversion). The conversion process adds to any data that is already in v10. If you convert the same module more than once (for the same location) you'll end up with duplicate copies of each family and child as well as duplicate records of their attendance,accounting information, etc.
No, not if they are part of a larger "main" module. For example all the family related items convert together as part of Family Data & Accounting. You cannot convert child attendance (Attendance Tracker), or ledger cards (Family Accounting), or meals served (Food Program/Meal Tracker) separately from Family Data, nor can you convert Payroll separately from Employee Data. You may, however, convert families and employees separately.
Yes. You may wish to have version 9.1 available to look up historical information, such as restoring data from an old 9.1 backup, or to perform certain tasks, like issuing checks from 9.1 Payroll or Accounts Payable - until those modules are available in v10.
No. You may export data from 9.1 to any location, such as a USB flash drive, then import the conversion file to v10 on a different computer.
Yes. Since the conversion process adds to data already in v10 (for the location you specify) you may convert one location, then another and another from 9.1 to a single location in v10. Or you may choose to convert each 9.1 location to it's own separate location in v10. See full article on
Converting Multiple Locations.