Replicate settings and data to a new company with Company Copy
Creating a new company can be a chore if there are a lot of modules and settings that need to be copied over to the new company, but PSTL provides a tool, Company Copy, that makes this process much easier.
Getting ready...
This tool requires the user to be logged in as a user with SQL Server administrator privileges (typically this will be the sa user) and should be the only user logged in.
A good backup of the destination company should be made before running the tool, as the copy is not reversible because it deletes tables from the destination company before creating new ones.
If there is a substantial amount of data (such as a lot of vendor records if Payables is being copied), the copy can take a while to run, so should be done outside of peak hours.
A second company database needs to exist to have the settings copied into.
How to do it...
To use Company Copy, follow these steps:
- In PSTL, select Company Copy from Misc. Tools.
- Click...
