Question/Problem 

Supplier and / or customer data has been set up in demo, can this be transferred to the live system?

Resolution/Solution 

Yes, although the process may take some time as it involves exporting the reports from the system.

1. Go to [System Data | Countries].
   
2. Select all entries in the grid, click the cog button and select Export Grid Data, choose CSV in the menu.
   
1. This download needs to called GridExport.csv and must be kept this open throughout this procedure.
   
3. Go to [Reports | Ad-Hoc Reports].
   
4. Select System - Companies report.
   
1. This will generate a CSV download.
   
5. Open the CSV file in Excel.
   
6. Delete the following columns:
   
1. KEY_COMPANY_ID - column A
   
2. COMPANY_STATUS - column G
   
3. KEY_ADDRESS_ID - column J
   
4. KEY_CONTACT_ID - column V
   
5. CREATED_DATE - column AE
7. Insert a new column between P & Q called ADDRESS:COUNTRY2_CODE.
   
1. Enter the following formula in to the first row of data (This should be cell Q2).
   
1. =XLOOKUP(P2,GridExport.csv!$A:$A,GridExport.csv!$B:$B)
   
2. Copy this down to the last row of data.
   
8. Rename the columns detailed below (Do not rearrange the order, just go left to right and change the header as you come across it).
   
1. IS_SUPPLIER - SUPPLIER
   
2. COMPANY_CLASS - COMPCLASS_ID
   
3. COMPANY_TYPE - CTYPE_ID
   
4. DATA_PROTETION_FLAG - DATAPROT_ID
   
5. COMPANY_CURRENCY - CURRENCY_ID
   
6. ADDRESS1 - ADDRESS:ADDRESS1
   
7. ADDRESS2 - ADDRESS:ADDRESS2
   
8. ADDRESS3 - ADDRESS:LOCALITY
   
9. TOWN - ADDRESS:TOWN
   
10. POSTCODE - ADDRESS:POSTCODE
11. COUNTY - ADDRESS:COUNTY
    
12. TEL1 - ADDRESS:TELEPHONE
    
13. TEL2 - ADDRESS:FAX
    
14. EMAIL - ADDRESS:EMAIL
    
15. TITLE - CONTACT:TITLE
    
16. FORENAME - CONTACT:FORENAME
17. SURNAME - CONTACT:SURNAME
    
18. EMAIL - CONTACT:EMAIL
    
19. TEL1 - CONTACT:TEL1
    
20. TEL21 - CONTACT:FAX1
    
9. Save this file as a Text (Tab Delimited).
   
10. Import using the Customer import tool of the DATA import feature of KCC.