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Copy clients from one Practice CS database to another

There may be situations where you need to copy clients from one Practice CS database to another. An example might be that a partner is forming their own new firm and wants to copy the information about their clients into their database.
Follow these steps to copy clients from one Practice CS database to another Practice CS database.

Export the client data from the main database

  1. Select
    File
    ,
    Export
    , then
    Clients
    .
  2. In
    Export Clients to:
    , select
    Other
     and enter the path and name of the file where you want the client data to be written. The file will be given an .xml extension.
  3. Enter a filter as needed to reduce the client list to those you want to export.
  4. Select the checkbox in front of each client you want to export.
  5. Select
    Export Selected
    .
Practice CS will create a file with the name and location you specified in the Export Clients screen.

Import the client data into the new database

  1. Turn on integration with other solutions in the new database:
    1. Select
      Setup
      ,
      Firm
      , then the
      Preferences
       tab.
    2. Check
      Integrate this Firm with other solutions
      .
    3. Select
      Enter
      .
  2. Copy the .xml file you created to X:\WinCSI\Practice CS Data\Data\Integration\SimpleClient where X is the drive letter of the drive in which the Practice CS Data folder resides.
  3. In Practice CS, go to
    Setup
     then
    Clients
    . The clients you exported should show in the list of clients. If the clients aren't in the
    Setup
     then
    Clients
     screen, close Practice CS and restart.

This article applies to:

  • Product: Practice CS