On the **Working Trial Balance**, select **Sage**

Insert your **Evolution Database Credentials**

Select the **Database** and Use the **Drop-down** to adjust the **Dates** if Necessary

Use the **Drop-down** to Select the Correct **Import Option**

**From and To Dates** Adjust the Import Dates if Necessary, to Import the Working Trial Balance for the correct period.

**Automatic Linking After Import** will link each Account in your Accounting Application to the Correct Link Number in Draftworx

This guide offers a guided process for importing your Trial Balance from Pastel Evolution into Draftworx Desktop, making it easier to manage your financial data. By following these clear steps, users can streamline their workflow and enhance their accounting efficiency.

Draftworx Desktop: Importing your Trial Balance from Pastel Evolution - DX022