The Data Load Function allows you to copy data from one company to another. This form will allow you to copy Customer, Items, Vendors, Chart of Accounts and Setup. You are able to select the From and To database based in your current SQL Server connection. The records will only be copied to the destination database if no other records with the same Id exist in there. This is a very critical function. Therefore, we recommend giving access to this feature only to key personnel within the company
1- Open the Data Load form by Clicking on Tools/Data Load
2- Select the Database you want to take the data from. The Dropdown list will show you a list of all databases in the SQL Server that you are currently connected.
3- Select the Database you want to copy the data. The Dropdown list will show you a list of all databases in the SQL Server that you are currently connected.
4- Select the Transfer Type Choices in your left. If you choose to copy customers, Items or Vendors some of the support will be copied as well.
5- If you select “Setup Tables” the following information will be copied :
a) Payment Terms
b) Payment Methods
c) Shipping Methods
d) Vendor Types]
e) Customer Types
f) TAX Authorities
g) Tax Group
h) Discount Percent
i) Customer Ship To
j) Items Pricing
k) Items Pallet Pricing
l) Items Pallet
m) Item Categories
n) Item Vendor Codes
6- Press the “Execute” Button and the system will provide you a confirmation of the completion of this process.
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