Hello Pros! What is the best way to duplicate/copy customer records from one subsidiary to another? I need to copy/duplicate thousands of records from one subsidiary to another and seems like Saved Search may not be the best approach. Any thoughts?
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KevinJ of Kansas
09/22/2020, 1:53 PM
Have you considered multi-subsidiary customers? There's a few kinks, but might be better than blowing up your customer master
KevinJ of Kansas
09/22/2020, 1:54 PM
Make sure you are clear of any of the features it doesn't work with (such as consolidated payments)
KevinJ of Kansas
09/22/2020, 1:54 PM
It's a good thing to try in sandbox
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Renee
09/22/2020, 2:25 PM
Hi @KevinJ of Kansas, yes, that was considered but voted against. Is there a way to copy customers from one sub to another?
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KevinJ of Kansas
09/22/2020, 2:32 PM
Do a CSV export via saved search - then reimport. Expect it to be fun and painful
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Renee
09/22/2020, 2:56 PM
@KevinJ of Kansas - ahhh....that is what I thought....and yes, OUCH....lol