Follow the conversion workflow from gathering source information through sponsor creation, plan setup, initial data, reconciliation, exports, and Portal preparation.

1. Conversion Overview
2. Conversion Items Needed
3. Conversion File

1. Creating a Sponsor
2. Reviewing the New Sponsor

1. Creating a Plan Document
2. Plan Document Basics
3. Reviewing the New Plan

1. Initial Import Definition
2. Importing Initial Data
3. Running the Initial Snapshot
4. Matching Imported Columns

1. Plan Coding
2. Export Definition Setup
3. Portal Setup