Copy Database Overview

Copy Database provides the ability to copy data from the current eFinancials database to another eFinancials database on the same server. All property, entitycompany, bank, vendor, customer, and transaction information is copied from the current database to the target database.

Note:

To use this option, you must have the Copy Database security permission, granted from System—Security—Users.

For successful database copy, both databases must be on the same version of eFinancials 6.5.x or higher.

To be available to be selected as the target, a database must:

Be on the same server as the current database.
Be accessible to the current user and defined in the Database list.
NOT include any Property or EntityCompany data that is also defined in the source database.

After initiating Copy Database:

A message may display, alerting you that duplicate vendor or customer IDs were found. You have two options.

You can cancel to stop the process and print a report of the duplicates so that the duplicate IDs can be reassigned using the Setup Vendors/Customers or Merge Vendors functionality.
You can choose to merge to keep the target database vendor(s)/customer(s) and merge the data from the current database with the target vendor/customer data.

A Copy Database exception report may display. Messages appear at the end of the report to indicate that the process has completed successfully or failed.

The report lists required or recommended actions, and alerts you to duplicate properties, entities companies, vendors, and customers. Messages on the report include:

Copy Database—Completed successfully.
Copy Database Failed—Correct the entity/propertycompany exceptions listed before rerunning the process.
Copy Database Warning—Review the duplicate customer IDs.
Copy Database Warning—Review the duplicate vendor IDs.
Check for duplicate bank–Duplicate bank account – bank account ID
Check for duplicate calendar–Duplicate calendar – calendar ID
Check for duplicate customer—Duplicate customer – customer ID
Check for duplicate entitycompany—Duplicate entitycompany – entitycompany ID
Check for duplicate property—Duplicate property – property ID
Check for duplicate vendor—Duplicate vendor – vendor ID