|Posted: 2017-01-05 03:06|
I had two Workbooks accounts and want to merge them. I exported one as a SQL file but can't figure out how to import the whole file as the Import function is based on people, organisations etc. And they are for CSV and XLS files.
I only have organisations, people and notes/activities to important - no invoices.
Any tips appreciated!
|Posted: Thu, 05.01.2017 - 12:55|
As a database is made from separate tables, i.e. Parties (Organisations/ People), Activities etc., that are then linked and related it is possible to import to a singular database table and then extend the import to a limited number of other database tables. Due to the nature of MySQL files, we can offer for a database engineer, via Payable Services, to update a database in this way but we do not currently have any plans to offer this feature within the Workbooks UI. With this in mind, this business objective may be better accomplished by using CSV Exports along with multiple Imports.
To update one database with information from another I would follow the steps below;
If the Record Type does not contain any Rich Text fields;
If the Record type contains a Rich Text Field;
Note: (Rich Text fields can not be represented with complete accuracy on a Landing Page thus a Report is needed to carry out this action)