If anyone could help me. How do I save my data from NAIC
Online accounting and transfer it to Bivio? I am having a
challenge with it.

You can email me at mrcartel@yahoo.com

melvin

Melvin W. Pannell wrote:
> How do I save my data from NAIC
> Online accounting and transfer it to Bivio?

Exporting data from myiclub (formerly known as NOCA):

Select the 'Accounting' tab and then select the 'Export
accounting records' link on the lower left hand portion of
the page. Please specify the "version 2" of their export.
Be sure that you save the exported file somewhere on your
computer where you can find it again in a moment -- maybe
the desktop or "My Documents" folder.

To import that data into bivio, go to the Administration >
Tools > Import NAIC Club Accounting page:

https://www.bivio.com/my-club-site/accounting/import

From this page you can use the browse button to locate the
export file you saved a moment ago. Then click the ok
button at the bottom of the form. You will get an error
message when you do this which is normal. We can't
automatically import your data. But our support team will
be notified and we will get your data entered into your
bivio club within a few days.

Feel free to contact bivio support if you need more help:

http://www.bivio.com/pub/mail-support