How do I export a Section from DEMO and import it into LIVE?
RecTrac 3.1.10.21.00
Table of Contents
Problem
I've set up a section in our DEMO database to test, and I am happy with how it works, but now I would like to mirror those settings into our LIVE database. How can I do this without setting it up again?
Solution
You can use the built-in Export and Import tools! These options are available in most management screens, but for this guide, we will focus on exporting and importing Activity Sections.
Steps For Solution
To create an Export file:
- From your Demo RecTrac database's main menu, go to Activity Section Management.
- Click More > Export.
- Highlight the Sections you wish to export from the Activity Sections DataGrid, or use the Use Activity Section Range or Section Filters options.
- Under Include Tabs, select all or choose the ones you wish to include in your export.
- Create a Filename.
- Click Export.
To download the Export file locally:
- From your Demo RecTrac database's main menu, go to Document Center.
- Set Document Type to Export Files.
- Highlight the file you just created.
- Click Open.
- This will prompt a download to your workstation. Follow your browser's prompts to save the file locally.
To Import the Activity Section to your Live database:
- From your Live RecTrac database's main menu, go to Activity Section Management.
- Click More > Import.
- Use the File Path selection to find the file you just downloaded.
- Click Import.
Once the import process completes refresh your Activity Sections DataGrid, the sections you created in your Demo database should now be visible in your Live database. Review Section details for accuracy.