Set up the initial Import page Back to How to index

If you run into problems trying to set up the source information for import, follow the 4 steps shown below:

 

For instance, if you are changing from Qasper Online Corporate to Qasper Personal, follow the steps in order, and you should end up with a screen like this:

Steps 1 and 2:

 

Steps 3 and 4:

 

When you save, confirm [Yes]:

Finally, it will look like this:

 

From there, click [Step 2: Select data] and continue the import process.