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Converting v9 to v10

Things to know when converting from Procare version 9 to v10.

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Description

Conversion Walk Through This 13 minute video walks through the basic steps of the conversion process. Please download complete instructions at procaresupport.com/convert.
Mini-Procare: Delete Old Families It's important to delete old information from version 9 BEFORE you convert. This is especially true if you have a "mini" edition of Procare since you are limited to 60 family accounts. Families with co-sponsors will convert as two accounts. 

Note: Beginning with version 10.2.4295 more flexibility was added to the way in which the limit is determined. See: How 60 Family Limit is Determined
Configuration Merge How to merge categories with similar names into a single category, for example a classroom named "Preschool Room" with one named "Preschoolers".
Remove Duplicate People Use the Remove Duplicate People utility to combine multiple records of the same person into one correct record.