OS4X Enterprise partner migration
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OS4X Enterprise offers various import possibilities of hierarchical data of partner information. If none of the offeres solutions fits your needs, please contact us in order to search for a valid solution, we will help you out.
Doing
Most partner import processes are executed via the administrative web interface. Locate the menu entry point "Programs" -> "Partner import":
Daxware import
Daxware 2002 installations can export their partner information in CSV format, so the two steps have to be executed in the following order:
- Import "partner companies and locations" CSV
- Import "departments and recipients" CSV
The second step is based on the first step, so it would make no sense to switch the order of import.