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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
04/21/23 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
04/21/23 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
04/21/23 Personalized Service By Business and Accounting Experts 35
THANK YOU!
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• Follow-up communication
• Access to this recorded presentation
