Skip to content

Transfer All Data (TAD)
Marketplace
User Manual
Contact Us

Transfer All Data (TAD)
Marketplace
User Manual
Contact Us

Release Notes

3

Version 2.28.2 Release Notes
Version 2.28.1 Release Notes
Version 2.28.0 Release Notes

Installation And Updates

6

TAD Client Portal
Installation Prerequisites
First Time Installations
Loading the Excel Add-in
Install Updates for 2.28.0 and Later
Install Updates for 2.27.5 and Prior

Licenses and Security

6

How does TAD Security work?
Create SQL Account
Assign TAD License
Delete TAD License
Granting Attachment Access
Reset SQL Account Password

Fundamentals

1

Copying a Table/Report

Advanced Tools

2

Load a SQL Statement into a Table or Report
How to use Global Parameters

Power User Tools

2

Calling Action from Custom Macro
Running Custom Macros After Download

Tables

1

Table List

Reports

1

How to add a Company Report

Templates

14

What Templates are available?
Accruals
Add Posted To Batch
Batches
Company Copy
Financials
Fix Batch Errors
Implementation
Implementation Balance
Implementation Setup
Process
Setup Copy
Setup Imports
Setup Updates

Financials

1

Intro to Financials

Automator

1

Intro to Automator

Blaster

1

Intro to Blaster

Implementations

7

How does TAD help with Implementations?
Implementation Lifecycle
Apply Code Format
Loading Your Setups
Import Balances
Create Your Live Company
Time To Go Live

Converter

1

Intro to Converter

Batches

1

Intro to Batches

Excel Forms

1

Lookup Form

Vista Forms

15

TAD Forms in Vista
TAD Admin – Licenses
TAD Admin – Log
TAD Admin – Report Security
TAD Admin – Table Security
TAD Admin – Template Security
TAD Admin – Version
TAD Sandbox
TAD Setups – Financial Columns
TAD Setups – Financial Rows
TAD Setups – Reports
TAD Setups – Table Columns
TAD Setups – Table Joins
TAD Setups – Tables
TAD Setups – Templates

Setup Copy – JC Contracts and Jobs

Getting Started #

Coming Soon!

Setup Copy – JC Insurance Templates Setup Copy – PR Craft Base

Table of Contents

Getting Started

© 2025 Transfer All Data

X-twitter Youtube Linkedin