How to: Copy Data to New Companies

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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. In the Search box, enter Configuration Worksheet, and then choose the related link.

  3. On the Actions tab, in the Functions group, choose Copy Data from Company.

  4. In the Copy Company Data window, choose a company to copy from in the Copy From field. Choose the OK button.

  5. Select a table from one of the configuration packages that you have imported, and on the Home tab, in the Process group, choose Copy Data.