Advanced migration scenarios for export and import features
You can export and import for these migration tasks:
- Copy companies from Determination environments to ONESOURCE Determination
- Copy companies from 1 ONESOURCE Determination environment to another
- Copy tax configuration data types from Determination companies to ONESOURCE Determination companies
- Copy tax configuration data types from ONESOURCE Determination company to another in the same or a different environment
General migration considerations
Consider these warnings and limitations before you begin:
- The External ID's required for Indirect Tax cloud and must be unique in the system. 2 companies can't use the same External ID even if they're managed under different tenants.noteTypically, the External ID uniqueness gets managed by prepending the value provided by the customer with their Thomson Reuters assigned account number. Some ONESOURCE integrations allow you to set a prepend value, or you may need to work with the customer to configure their ERP or financial system.
- You can only perform 1 import at a time.
- The top-level company in your import's set as a parent company on the destination environment. You can change it to a child company and assign a parent after the import's complete.
- You can't delete items with an import, only add new items or modify existing items.
- If you import a company that inherits configuration groups from an ancestor, and that ancestor isn't included in the import, the configuration groups are set to NONE. You must set the configuration groups after the import.
Prepare your source system
You can use export and import to migrate to Indirect Tax from various Determination environment types, including on-premises, private cloud, and hosted cloud.
Configuration data exports must come from an environment with content version G.2 for compatibility with Indirect Tax. If your environment's on a different content version, you must upgrade your content, which may also require upgrading Determination.
Any company you plan to import into Indirect Tax must have a unique External Company ID. This maps to the field External ID in Indirect Tax and must be unique across the entire environment.
Export from your source system
Indirect Tax accepts single companies, companies with descendents, and individual configurations from Determination. You can export companies and configuration data from
Properties
for a particular configuration. Avoid duplicate records
To create a unique record there's a combination of fields that together provide a unique ID. For example, in TB_FILTER_GROUPS the Start_Date, Merchant_ID, and Name get combined for a unique key. The record may have many other fields such as location, position, office number, etc. and some may be required fields, but these aren't required as part of the unique key in this example.
When importing records from 1 database to another (source to target), the system updates the existing record in the target when the unique key matches (present and identical). If there's any variation within the unique key, such as numbers or letters transposed, or for example, if name was a part of a unique key, the middle initial entered in one record and omitted in another, the system will not recognize these records as the same and will create another record in the target. This is normal and expected behavior.
If you determine that the 2 separate records should be one record, the solution is to delete one of the records. Verify within you company's process who has authority to perform this action. Be sure to check all the fields to make sure you are not losing data. For example, the first record may contain the employee phone number but not the address. The second record may contain the address but is missing other information. In this case you may want to combine the data of both records to retain a complete record before deleting the other.
This table gives you the combined fields used to create unique keys for each table.
Table / entity | Natural key columns |
|---|---|
Authority - TB_AUTHORITIES | Primary - UUID, Secondary - MERCHANT_ID, NAME |
Authority Logic Group - TB_AUTHORITY_LOGIC_GROUPS | Name, MerchantID |
Authority Types - TB_AUTHORITY_TYPES | Name, MerchantID |
Merchants - TB_MERCHANTS | Name |
Product Category - TB_PRODUCT_CATEGORIES | PARENT_PRODUCT_CATEGORY_ID, PRODUCT_GROUP_ID, MERCHANT_ID, NAME |
Product Groups - TB_PRODUCT_GROUPS | PRODUCT_GROUP_ID |
Zones - TB_ZONES | ZONE_LEVEL_ID, NAME, MERCHANT_ID, PARENT_ZONE_ID |
Allocation Groups - TB_ALLOC_GROUPS | MERCHANT_ID, NAME |
Authority Logic Group Reference - TB_AUTHORITY_LOGIC_GROUP_XREF | START_DATE, AUTHORITY_ID, AUTHORITY_LOGIC_GROUP_ID, PROCESS_ORDER |
Authority Requirements - TB_AUTHORITY_REQUIREMENTS | START_DATE, AUTHORITY_ID, MERCHANT_ID, NAME |
Customers - TB_CUSTOMERS | CUSTOMER_GROUP_ID, CUST_NUMBER, CUST_NAME |
Customer Groups - TB_CUSTOMER_GROUPS | MERCHANT_ID, NAME |
Established Authorities - TB_ESTABLISHED_AUTHORITIES | START_DATE, ESTABLISHED_AUTHORITY_TYPE_ID, AUTHORITY_ID, MERCHANT_ID |
Established Authority Types - TB_ESTABLISHED_AUTHORITY_TYPES | START_DATE, ESTABLISHED_ZONE_ID, AUTHORITY_TYPE_ID, MERCHANT_ID |
Established Zones - TB_ESTABLISHED_ZONES | START_DATE, ZONE_ID, MERCHANT_ID |
Exempt Reasons - TB_EXEMPT_REASONS | CUSTOMER_GROUP_ID, SHORT_CODE |
Filter Groups - TB_FILTER_GROUPS | START_DATE, MERCHANT_ID, NAME |
Locations - TB_LOCATIONS | MERCHANT_ID, NAME |
Merchant Options - TB_MERCHANT_OPTIONS | OPTION_LOOKUP_ID, MERCHANT_ID |
Merchant XML Elements - TB_MERCHANT_XML_ELEMENTS | XML_GROUP_ID, XML_ELEMENT_ID |
Registrations - TB_MERCH_REGISTRATIONS | REGISTRATION_GROUP_ID, START_DATE, AUTHORITY_ID |
Registration Groups - TB_MERCH_REG_GROUPS | MERCHANT_ID, NAME |
Product Cross Reference - TB_PRODUCT_CROSS_REF | MERCHANT_ID, NAME |
Product Cross Reference Groups - TB_PRODUCT_CROSS_REF_GROUPS | MERCHANT_ID, NAME |
Product Qualifier Groups - TB_PRODUCT_QUALIFIER_GROUPS | MERCHANT_ID, NAME |
Rates - TB_RATES | RATE_CODE, START_DATE, IS_LOCAL, AUTHORITY_ID, MERCHANT_ID |
Rate Tiers - TB_RATE_TIERS | RATE_ID, AMOUNT_LOW |
Rules - TB_RULES | RULE_ORDER, START_DATE, IS_LOCAL, AUTHORITY_ID, MERCHANT_ID |
Tax Code Qualifier Groups - TB_TAX_CODE_QUALIFIER_GROUPS | MERCHANT_ID, NAME |
Vendor Groups - TB_VENDOR_GROUPS | MERCHANT_ID, NAME |
XML Groups - TB_XML_GROUPS | XML_GROUP_NAME, MERCHANT_ID |
Exempt Certificates - TB_EXEMPT_CERTS | CUSTOMER_ID, EXEMPT_REASON_ID, FROM_DATE, CERTIFICATE_NUMBER |
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Export and import data
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