Copy Data to New Companies

You can copy commonly used values from an existing company to a new one, as long as both companies are in the same database. For example, if you have a standard list of symptom codes that is common to all your service management implementations, you can copy the codes easily from one company to another.

To copy data to a new company using RapidStart Services

  1. Open the new company.
  2. Choose the Lightbulb that opens the Tell Me feature icon, enter Configuration Worksheet, and then choose the related link.
  3. Choose the Copy Data from Company.
  4. On the Copy Company Data page, choose a company to copy from in the Copy From field, and then choose the OK button.
  5. Select a table from one of the configuration packages that you have imported, and then choose the Copy Data action.

See Also

Apply Configurations to New Companies
Setting Up a Company With RapidStart Services
Administration