Client Query - Transferring data from my demo to live system?
Question/Problem
Supplier and / or customer data has been set up in demo, can this be transferred to the live system?
Resolution/Solution
Yes, although the process may take some time as it involves exporting the reports from the system.
- Go to [System Data | Countries].
- Select all entries in the grid, click the cog button and select Export Grid Data, choose CSV in the menu.
- This download needs to called GridExport.csv and must be kept this open throughout this procedure.
- Go to [Reports | Ad-Hoc Reports].
- Select System - Companies report.
- This will generate a CSV download.
- Open the CSV file in Excel.
- Delete the following columns:
- KEY_COMPANY_ID - column A
- COMPANY_STATUS - column G
- KEY_ADDRESS_ID - column J
- KEY_CONTACT_ID - column V
- CREATED_DATE - column AE
- Insert a new column between P & Q called ADDRESS:COUNTRY2_CODE.
- Enter the following formula in to the first row of data (This should be cell Q2).
- =XLOOKUP(P2,GridExport.csv!$A:$A,GridExport.csv!$B:$B)
- Copy this down to the last row of data.
- Rename the columns detailed below (Do not rearrange the order, just go left to right and change the header as you come across it).
- IS_SUPPLIER - SUPPLIER
- COMPANY_CLASS - COMPCLASS_ID
- COMPANY_TYPE - CTYPE_ID
- DATA_PROTETION_FLAG - DATAPROT_ID
- COMPANY_CURRENCY - CURRENCY_ID
- ADDRESS1 - ADDRESS:ADDRESS1
- ADDRESS2 - ADDRESS:ADDRESS2
- ADDRESS3 - ADDRESS:LOCALITY
- TOWN - ADDRESS:TOWN
- POSTCODE - ADDRESS:POSTCODE
- COUNTY - ADDRESS:COUNTY
- TEL1 - ADDRESS:TELEPHONE
- TEL2 - ADDRESS:FAX
- EMAIL - ADDRESS:EMAIL
- TITLE - CONTACT:TITLE
- FORENAME - CONTACT:FORENAME
- SURNAME - CONTACT:SURNAME
- EMAIL - CONTACT:EMAIL
- TEL1 - CONTACT:TEL1
- TEL21 - CONTACT:FAX1
- Save this file as a Text (Tab Delimited).
- Import using the Customer import tool of the DATA import feature of KCC.