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Denali Webinar Series October 1, 2014. How to interact today. Raise your virtual hand to ask an audio question at the end. Type your comments and questions here throughout. Today’s Presenter. PIC GOES HERE. Kevin Winston Cougar Mountain Software. [email protected]. AGENDA. - PowerPoint PPT Presentation
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Denali Webinar Series
October 1, 2014
October 1, 2014 Cougar Mountain Software 1
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
04/20/23 Personalized Service By Business and Accounting Experts 3
Kevin WinstonCougar Mountain Software
PIC GOES HERE
AGENDA
• Introductions
• Today’s Topic: Import / Export CMS Opening the Software
Finding Your Way Around
• Q & A Wrap-up
04/20/23 Personalized 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 : 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)
– 800-388-3038– [email protected]– Fax: 208-375-4460
04/20/23 Personalized Service By Business and Accounting Experts 35
THANK YOU!
Look for the these:
• Follow-up communication
• Access to this recorded presentation