Syncing your PTP clients

On this page: How to sync your client data

Next page: The Data Migration Agent (DMA)

If you have both PTP Accounts Production and PTP Tax, you must sync your client data before migrating, to avoid creating any duplicate records.

If you are only migrating PTP Tax data, you can go to the next step in this process: The Data Migration Agent (DMA)

Why do I have to sync my data?

Both PTP Tax and PTP Accounts Production contain client records, which means if you are a user of both products, your PTP Accounts Production database will likely contain the same client records as PTP Tax.

As described in the previous page, IRIS Elements uses a single client record to ensure that client data is consistent across all areas. During data migration, the aim is to merge multiple instances of the same client into a single record within IRIS Elements.

How to sync your client data

1. Open up PTP Accounts Production and navigate to the Setup menu. Select Connect to IRIS Elements.
   

2. In the pop-up displayed, select the checkbox and sign in to IRIS Elements.

3. Using the Elements Sync Control Panel
   Go back to PTP Accounts Production and navigate to the Setup menu again.

   Select Transfer of Client records to IRIS Elements. The Elements Sync Control Panel is displayed with a list of unsynchronised clients.

   

4. To create a new record for a client in IRIS Elements:

   • select the icon in the Elements Link column and then in the popup, choose No match or unlinked IRIS Elements client This will create a new client record for this client when the data is migrated.

5. To sync a client that has an existing record in IRIS Elements:

   1. select the icon in the Elements Link column and then in the popup, choose Link to existing IRIS Elements client. In the following dialog, select Yes when prompted to link the records.
      
      

   2. select the checkbox in the Sync column for the record you have linked and then select Save Changes.

   3. repeat this process for all client records you wish to sync.

   4. once you have linked all records and saved all changes, select Enable Sync.

   Linking is only available for clients of the same type. If the client records you have chosen to sync are of different types, a client type validation warning will be displayed.

Next page: The Data Migration Agent (DMA)