Getting Started #
Are you setting up a new company in Vista or creating a test environment? The Company Copy templates enable you to download setup data from an existing company and import it into a new one.
This process provides full visibility into the copied data, allowing you to review and remove any unwanted records—such as those labeled “Do Not Use”, “N/A”, or “DELETE”—before importing them into the new company.
If you frequently bring new companies into your Vista environment, Transfer All Data (TAD) makes the process faster, more efficient, and more controlled.
Available Templates #
- Company Copy – Setup & Main Records
- Company Copy – Setup Only
- Company Copy – Setup No Groups
- Company Copy – Exception #1
- Company Copy – Exception #2
- Company Copy – Exception #3
- Company Copy – Company Parameters