Export records from one company and import into another company

Solution Properties

Solution ID:

222924250018021

Last Modified Date:

Wed Mar 11 15:44:13 UTC 2026

Taxonomy Path:

Category//Data//Import and export

Author:

sageadmin

Export records from one company and import into another company

Description

Cause

Resolution

CAUTION:

Before importing, back up the company information. If a problem occurs with the import, restore the backup, correct the import file, and complete the import process.

▼ Export records from the existing company

Vendors

Select AP, Transfer, Export Vendor Information.

Customers

Select AR, Transfer, Export Customer Information.

Parts

Select IC, Transfer, Export Part Information.

Employees

Select PR, Transfer, Export Employee Information.

▼ Import records into the new company

Vendors

Select AP, Transfer, Import Vendor Information.

Customers

Select AR, Transfer, Import Customer Information.

Parts

Select IC, Transfer, Import Part Information.

Employees

PR, Transfer, Import Employee Information.

[BCB:163:Chat BusinessWorks US:ECB]

Steps to duplicate