To transfer data between databases, first set up the Import & Export paths. Then export the required DBF files from the source database and import them into the target database. Follow the steps below to complete the setup, export, and import process.
Setup Import & Export:
Go to Periodic, Export/Import and select E.I Housekeeping
Set the destination: Sub-Directory For ***9.DBF & Sub-Directory For ***9.CSV
Select Exit. This is how it looks like, please see example below:
Exporting the files: (from the Source database, select the company)
Go to Periodic, Export/Import, and select Export to DBF.
To copy the chart of accounts, select COPY GLDATA.DBF TO GLDATA9.DBF and select OK to proceed.
Select General Ledger Accounts, and select OK to proceed. (Other selections/filtering are optional)
To copy the list of customers, select COPY ARCUST.DBF TO ARCUST9.DBF and select OK to proceed.
Select the Debtor No. From and Debtor No. To the other selection, and filtering are optional.
Select OK to proceed.
To copy the list of suppliers, select COPY APVEND.DBF TO APVEND9.DBF and select OK to proceed.
Select the Debtor No. From and Debtor No. To: (Other selection/filtering is optional)
Select OK to proceed.
Close the company database.
Importing the files: (to Target Database)
Open the destination or target Database from the selected company on the UBS home page.
Go to Periodic, Export/Import, and select E.I Housekeeping (set the destination to import files)
Set the destination: Sub-Directory For ***9.DBF & Sub-Directory For ***9.CSV
Select Exit.
Go to Periodic, Export/Import, and select Import from DBF
To import the chart of accounts, select IMPORT FROM C:\EXPORT_IMPORT\GLDATA9.DBF and select OK to proceed.
Repeat the same steps to import the rest of the records.
IMPORT FROM C:\EXPORT_IMPORT\ARCUST9.DBF
IMPORT FROM C:\EXPORT_IMPORT\APVEND9.DBF