Denali Webinar Series October 1, 2014 Cougar Mountain Software1
How to interact today Personalized Service By Business and Accounting Experts 2 Type your comments and questions here throughout Raise your virtual hand to ask an audio question at the end
Today’s Presenter 12/7/2015Personalized Service By Business and Accounting Experts 3 Kevin Winston Cougar Mountain Software PIC GOES HERE
AGENDA Introductions Today’s Topic: Import / Export CMS Opening the Software Finding Your Way Around Q & A Wrap-up 12/7/2015Personalized Service By Business and Accounting Experts 4
Denali : Where?
Denali :The Tools to be used.
Denali : Export / Import
Denali : File Definition
Denali :The Transfer Method Append Only: Update Only: Update & Append: ONLY Happens When Importing Reports
Denali : Choosing the File?
Denali : Output File
Denali :The Browse is Set Your Title will be written / set for you automatically.
Denali :The Browse
Denali : Begin Export / Import
Denali : Finding Your Report
Denali : Finding Your Data
Denali : Open it in Excel
Denali : When Open In Excel When you open the File you will use the “Excel Wizard” to get in on your Excel correctly.
Denali : Excel (Step 1)
Denali : Excel (Step 2)
Denali : Excel (Step 3)
Denali : Excel Opens as your Report
Denali : Editing Your Report
Denali : Importing Excel
Denali : Finding the Import
Denali : Open the Report In Excel
Denali : Make Sure it is The Same File
Denali : Make Sure First Row Is Checked
Denali : Please Do a Back Up First !
Denali : Importing To CMS
Denali : Other Exports
Denali : Text File or Excel
Questions or Comments? Customer Service Team (Support Care) – –Fax:
12/7/2015Personalized Service By Business and Accounting Experts 35 THANK YOU! Look for the these: Follow-up communication Access to this recorded presentation