Table of Contents
Requirements #
There are a few requirements that must be met before you are able to move/copy records between databases
- User name must be the same in each database
- Password has to be the same in each database
- Must log in to both databases prior to moving/copying
- User security settings for BOTH databases: Data Transfer set to Import/Export, Allow Record Merging to Full Permission
- Select System
- Choose Users
- Choose Manage Users
- Select the Username involved with the move/copy
- Choose Security
- Within the Other tab set Data Transfer to ‘Import, Export’
- Within the Other tab set Allow Record Merging to ‘Full Permission
Moving records between databases #
- First, move the records to a rollup list
- Open the rollup list and select all records you wish to move/copy
- Go to the Action menu dropdown in the upper right corner and select either Copy or Move to database
- Copy to Database will make a copy of the selected record in the target database
- Move to Database will move the selected records from the source database to the target database. The records will no longer be accessible from the source database once moved.
- Select the Target database, this is the database the records will be moved/copied to.
- Select Duplicate Checking Options, these are the fields compared in order to detect duplicate records in the target database.
- Select your Database Copy Options
- Click Move
This may take some time depending on how many records are being moved.