Preparation for data conversion
Preparing for your data conversion is critical to the success of your project. Bringing in poor quality data to your new CCH suite will make setting up more complex and reporting far less impactful.
Preparing for your data conversion is critical to the success of your project. Bringing in poor quality data to your new CCH suite will make setting up more complex and reporting far less impactful. To ensure you can be up and running with your software as quickly as possible, we've set out below the minimum data that is required to create a complete client record. We've shown this as it is displayed in CCH Central, for ease of reference.
Note: Data conversion is for current live data only and does include historical data, i.e client address history ...
For Individuals
Client name, client code, salutation etc
Primary address, NI number, UTR etc
Address, phone numbers etc
Extra fields
Associations
Assignments
Client Partner/Manager
For Limited Companies
The above captures are for individuals but for Limited Companies, some of the data you need is different:
Client name, client code, salutation etc
Primary address
