FrontAccounting forum — Migrate contacts to new company in FA

Re: Migrate contacts to new company in FA

2023-02-05T20:01:47Z

I think that will work. Personally, I would probably just mysql -u root - p, and insert the records in a new table. :-)

mawulitse wrote:

I was missing two tables, and found them based on this thread:
https://frontaccounting.com/punbb/viewtopic.php?id=7241
Below are the steps for anyone with basic knowledge like me.
1. Using phpMyAdmin or similar tool, identify the company prefixes. In this example I want to transfer the data from Company 0 to Company 1.
2. Using the RENAME feature under Operations, move the following tables to different names (delete might work but something could go wrong)
1_crm_contacts --> x1_crm_contacts
1_crm_persons --> x1_crm_persons
1_cust_branch --> x1_cust_branch
1_debtors_master --> x1_debtors_master
1_suppliers --> x1_suppliers
3. Use the COPY feature under Operations to bring the data from the original company to the new company:
0_crm_contacts --> 1_crm_contacts
0_crm_persons --> 1_crm_persons
0_cust_branch --> 1_cust_branch
0_debtors_master --> 1_debtors_master
0_suppliers --> 1_suppliers
That's it. Company 1 should now have all the contacts from Company 0.

Re: Migrate contacts to new company in FA

2021-03-08T00:32:38Z

I was missing two tables, and found them based on this thread:
https://frontaccounting.com/punbb/viewtopic.php?id=7241

Below are the steps for anyone with basic knowledge like me.

1. Using phpMyAdmin or similar tool, identify the company prefixes. In this example I want to transfer the data from Company 0 to Company 1.

2. Using the RENAME feature under Operations, move the following tables to different names (delete might work but something could go wrong)
1_crm_contacts --> x1_crm_contacts
1_crm_persons --> x1_crm_persons
1_cust_branch --> x1_cust_branch
1_debtors_master --> x1_debtors_master
1_suppliers --> x1_suppliers

3. Use the COPY feature under Operations to bring the data from the original company to the new company:
0_crm_contacts --> 1_crm_contacts
0_crm_persons --> 1_crm_persons
0_cust_branch --> 1_cust_branch
0_debtors_master --> 1_debtors_master
0_suppliers --> 1_suppliers

That's it. Company 1 should now have all the contacts from Company 0.

Re: Migrate contacts to new company in FA

2021-03-07T23:01:53Z

notrinos wrote:

All contacts for both suppliers and customers are recorded in two tables: crm_contacts and crm_person
If customers, suppliers data are the same in both company then copy the said two tables and modify table prefix will achieve your goal.

@Phuong, thanks for the tips. I copied the three CRM tables from the old company to the new, but the contacts don't show up when I open the new company in FA. However, when I run a backup of the new company and select "view backup" I see the tables with the copied details.

What am I missing? Is there another file or table that needs to be updated?

Re: Migrate contacts to new company in FA

2021-02-26T13:00:10Z

All contacts for both suppliers and customers are recorded in two tables: crm_contacts and crm_person
If customers, suppliers data are the same in both company then copy the said two tables and modify table prefix will achieve your goal.

Re: Migrate contacts to new company in FA

2021-02-26T12:00:04Z

Sort of copying relative tables is easy for you.

Migrate contacts to new company in FA

2021-02-24T16:08:22Z

I had to create a new company database from an old one due to some inconsistencies in the old database. Everything stays the same - customers, suppliers, CoA, company info.

I need a simple way to transfer the customer and supplier contacts from the old company to the new one. I have seen the "Manual Import of Customers" entry in the wiki page, but there seems to be no export option in FA, and I'm not too conversant with SQL.

Can I copy the relevant DB tables and rename the company ID? Any pointers would be appreciated.