Before You Begin
- Sign up for a Free Webinar on the conversion process, or watch a recording of a previous session.
- Consider your Transition Strategy. You may want to Practice in v10 now then go live once you have become familiar with v10.
- If you have Mini-Procare it's very important to delete old families BEFORE you convert. See: Convert Mini-Procare
Ready, Set, Go!
Basic steps for converting to Procare v10 are outlined here.
1. Get Ready
Prepare Your 9.1 Data so it is ready for conversion.
2. Get Set
Download and run the EXPORT utility from within Procare 9.1 to create a conversion file (download instructions above).
3. Go!
Run the built-in IMPORT utility to import data from the conversion file to Procare v10 (download instructions above). See special instructions to Convert Tuition Express.
4. Review
Review the Data in v10 making changes or additions as needed. If you have the Expenses & Ledger module see the article on Beginning Balances After Conversion.
tags: V9 conversion, Version 9 ProCare, Convert Version 9, convert v9.