How to Install and Setup the Data Transfer Utility ?

How to Install and Setup the Data Transfer Utility ?

Emma Asked on December 4, 2017 in Sage.
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    Hello, As the name suggests, the Data Transfer Utility allows you to quickly and easily download and merge completed slips and transactional data from the Sage Timeslips eCenter account to your Timeslips database. Using simple parameters, the Data Transfer Utility automatically transfers the data, while allowing you to monitor and regulate the process. It also help you to synchronize names between the eCenter and the database, so as to keep all the clients, tasks, expenses, and references up to date. In short, by automating the process, the Data Transfer Utility reduces your effort of manually transferring slips from eCenter to your Timeslips database, so that you can focus on things that matter the most for your business.

    Downloading the Data Transfer Utility

    Follow the below mentioned steps to download the Data Transfer Utility on your computer. However, please note that Timeslips must be installed on the computer where you want to download and execute the Utility. Also, Windows User Account Controls must be set to ‘Never notify’ for proper installation of the Data Transfer Utility.

    1. Visit www.sagetimeslipsecenter.com and search for the Download Data Transfer Utility button. It will be in the lower right corner.
    2. Press the Download button and run the installdtu.exe file.
    3. Click Next to start the setup wizard.
    4. Browse to the location where your Timeslips program is installed on your computer. The Wizard will locate it and save the master files by creating a subdirectory called eCenter.
    5. Click Next to accept the default location. Else, you can browse to a different directory and install your files there.
    6. Create the start menu shortcut for the correct program folder and click Next.
    7. Click Install to start the installation process.
    8. Finally, click Finish to complete the process.

    Setting up the Data Transfer Utility

    1. Log into the account as Administrator and click Next.
    2. Select the clients that you want to include in the transfer. Clients on the right will be included, while clients on the left will be excluded during the transfer process.
    3. Click Next to proceed to the next step.
    4. Now, select the tasks that you want to include in the transfer process. Tasks on the right will be included, while tasks on the left will be excluded during the transfer process.
    5. Click Next to proceed to the next step.
    6. Select expenses that you want to include in the transfer process. Expenses on the right will be included, while expenses on the left will be excluded during the transfer process.
    7. Click Next to proceed further.
    8. Check items that you want to transfer when synchronizing and uncheck items that you want to exclude from the synchronization process. Data that does not changed often can be excluded to fasten the transfer process.
    9. Now, click Finish to complete the setup wizard.
    10. For the first time, click Synchronize to synchronize and transfer all data.
    11. Once the synchronization and transfer process is complete, click OK to finish.

    Simple, isn’t it? By following the aforementioned steps you can easily download and set up the Data Transfer Utility and make your routine synchronization task simple and easy. However, if case you need help while following the process or are facing problems or error messages while downloading the Utility, remember, expert help is just a call away. Dial our toll free Sage Technical Support Number 1888-489-0694 to speak to our Sage specialists who can efficiently resolve all your issues and help you easily download the Data Transfer Utility and synchronize it with your Sage Timeslips eCenter to help you get going. Our experts will also explain you the process in an easy to understand technical language so that you never have to face any issues while using your Data Transfer Utility. More info visit :- https://www.sageaccountingsolution.com/

    Support Team Answered on December 4, 2017.
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