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Use this article to migrate data from ProConnect Tax to Onvio.

Before you start

• Prepare your data for migration.
• Make sure you have a My Account login. If you don't have one, see your firm's administrator about creating a login.

Migration steps

1. Request a copy of your data in Lacerte format in a ZIP file format from Intuit.
2. Download the ZIP file that you receive from Intuit to your computer.
3. Log in to My Account.
4. Follow the on-screen instructions to complete the setup process and upload your prepared data.
5. Once submitted, you can track your migration progress by logging in to Onvio and selecting Setup, then Migrations.

Conflicts

If any client data you import is similar to but does not exactly match data that already exists in Onvio, it'll be flagged as a conflict. You'll need to decide how to handle those conflicts before the migration is considered complete.

1. To view conflicts, select Setup, then Migrations in Onvio.
2. Select Third-party applications.
3. For each conflict listed, select the plus sign to expand details on the conflict.
4. Select  Create new record or  Use this record.
5. Select Submit resolved conflicts when you're finished. You can submit at any time and come back to finish making your selections; you don't need to choose what to do with every conflict at once. However, you cannot start another migration until all conflicts have been addressed.

Next steps

Review your migrated data in Onvio.

Prepare for migration to Onvio

Migrate to Onvio

Review migrated data in Onvio