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Attaché: Copying data files from one company to another

Updated over a month ago

The Copy Data Files tool allows you to copy data, including form layouts and screen layouts, from one company to another. You can copy data and/or setup files from any directory. If files already exist in the destination directory, a warning is displayed from which you can choose to continue with the copying process which will overwrite those files.



Copy data files

  1. Take an Archive of the company you are copying to.

  2. Choose Tools, Company, System, Copy Data Files to open the Data File Copy screen is displayed.

  3. In the From Company (F2) field, choose the company name you wish to copy from.

  4. Select the types of files you wish to copy:

    • System Files (copies the system file, including all module options).

    • Data Files (copies your accounts data files).

    • Masterfile image files (copies any Masterfile images you haves stored in the image folder).

    • Menu Access file (copies each user's menu access rights).

    • User Option files (copies each user's saved report options, screen layouts and shortcuts).

    • Fixed Assets (copies your fixed assets data, if you use Fixed Assets).

    • Report Writer Library (copies the old Report Writer Library Reports).

  5. Tab to the next screen and copy Supplier screens, print layouts and cheque layouts.

  6. Choose Accept (F9).

  7. A message is displayed indicating that the files have been copied.

  8. Choose Close (Esc).

  9. Exit and restart Attaché.

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