Getting Started #
As go-live approaches, you will copy your Test Company setups to your Live Company. This step ensures that your configurations, security settings, and required data are in place before operations begin.
TAD’s Company Copy Template allows you to:
- Select which setup tables to copy to the Live Company.
- Include or exclude specific records, such as Vendors, Customers, Employees, Equipment, Contracts, Jobs, and Phases.
- Remove sample records that were used during testing.
Steps to Create Your Live Company #
- Finalize Your Setup in the Test Company
- Ensure all setup tables and configurations are accurate.
- Perform a final review of security settings and approval workflows.
- Use TAD’s Company Copy Template
- Select the tables and records to include.
- Exclude any test transactions and sample data.
- Apply the Company Copy Process
- Copy the setup tables to your Live Company database.
- Verify the Live Company Setup
- Log in to Vista and confirm that the copied data is correct.
- Perform a data integrity check before moving forward.
By using TAD to create your Live Company, you avoid manual setup errors and ensure your configurations are ready for go-live.