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Marketing Documents Transfer to New Database

Hey all,

We have been using Copy Express to copy most of the information from one database to another in preparation for a COA overhaul. It's worked pretty well so far, but we realized that this tool does not bring over marketing documents.

I am curious if importing a complete set of marketing documents (with links eg Sales Order -> Delivery -> A/R Invoice) is possible or reasonable. Having spent some time importing Service Invoices, I know how to import them, but I'm not so sure that importing linked documents would be a reasonable expectation on a two year old database.

Does anyone have any feedback on this?



Former Member
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