Move administration to another domain in own portal

Modified on Mon, 08 Apr 2024 at 02:48 PM

After creating the administration in the other domain in your own portal, you have three options for transferring the data of that administration:

  • You download all documents (including bank files) from all years and record them again in the new administration in the other domain.

    For a detailed description, see article Export documents from Archive.

  • You download the transactions from the starting year to last year in the form of an XAF file and use this file for a historical import into the new administration in the other domain.
    After this, the documents of the current year should be downloaded and then recorded again.

    For a detailed description, see article Export financial transactions, Import historical data and Export documents from Archive.

  • You download the current year's transactions in the form of an XAF file and use this file for an interim import of the current year into the new administration in the other domain.

    For a detailed description, see article Export financial transactions and Import interim data.


TIP!

It is also possible to import the interim and historical data combined into the new administration in the other domain.

For this type of import, the start date of the administration must be set to the 'youngest' year. For example, if you want to import data from 2019, 2020 and 2021, set the start date to 2019.


for a detailed description, see article Import historical data or Import interim data.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article