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Is there a method to merge two tenants into one?

  • 12 July 2022
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Userlevel 1

Is there an Acumatica method to merge two tenants into one which are currently in the same database?

Client has multiple companies and multiple branches in two separate tenants, is it possible to merge the two tenants into one, if they share the same Chart of Accounts and same periods?   If not, Is there a script that can be run to bring the master records together with just the settings without transactions?

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Best answer by laurabarber08 12 July 2022, 14:44

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Userlevel 7
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@patrickcolgan94  I don’t think we have an option to merge the two tenants into one.

 

Userlevel 7
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Hi, you or your partner will need to create generic inquiry to export appropriate fields, to move customers, vendors, inventory items, projects, open orders, etc from one tenant to another. Then use reports or inquiries to move open AR/AP balances, GL balances.  Then copy custom reports, if any.

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