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 Post subject: FOAPAL Migration
PostPosted: Tue Mar 05, 2019 1:24 pm 
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GUIDE TO BANNER FOAPAL MIGRATION

FOAPAL MIGRATION OVERVIEW
● This process migrates your chart of accounts into the Synoptix client in a few simple steps.
● The migration occurs after the user adds the Banner company connection, typically during the install
process while running the setup wizard.
● Banner customers are supplied with a FOAPALmigration.bat file that they will edit and run as part of
this process. If you need access to this file, you may contact: Support@compusoftdevelopment.com


STEPS
● During the setup wizard process, you will be asked to add your company connection. When you select Banner as your host package, a host specifics window will appear.
● Add the correct FOAPAL elements that you need by selecting the name and using the + icon to add them to the list on the right. You can also double click the elements to add them.
Attachment:
FOAPAL host specifics.png [73.25 KiB]
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Once you have added all the necessary FOAPAL elements to the right column, select the proper Company ID from the dropdown at the bottom of this window. The Company ID may be the name of your school. Click finish.
● After the Banner connection is added, locate the FOAPALmigration.bat file. Right click the name to edit it in notepad.
● Your company connection needs to be added at the end of the text in the .bat file. Simply add a space and type in your company name. It must match the company name as you have just added it through the connection setup. Once you have typed this in, save the FOAPALmigration.bat and close it.
Note that if your company name contains a space, the text must be added in the .bat file with quotation marks around it. See examples below.
Attachment:
FOAPAL.bat edits.png [50.29 KiB]
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●You may now launch this same FOAPALmigration.bat file by double clicking it. It will automatically import account numbers into your CompuSoft database. This process can take time to run. When it is complete, the .bat window will close. You may now launch the client.
● To confirm correct migration of your FOAPAL data, we recommend running the “Accountant’s Trial Balance” report in the Synoptix client. You may review your account data here to confirm accuracy.

Download this guide in a 1 page PDF below:
Attachment:
FOAPAL Migration Guide for customers.pdf [101.63 KiB]
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