What data is imported in BTC PM/SA Solution from other software?
What data is imported in PM/SA Solution from other software?
We import client standing data such as Names, Addresses, UTRs, and NI Number, Partner/Partnership associations, etc, from several other software packages. We can automatically import from Absolute, Drummohr, Forbes, Keytime, PTP and Digita. We also provide a general CSV file based import which can be used to import from other packages such as CCH, IRIS, Sage, etc.