Hello Pros! What is the best way to duplicate/copy...
# general
r
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?
k
Have you considered multi-subsidiary customers? There's a few kinks, but might be better than blowing up your customer master
Make sure you are clear of any of the features it doesn't work with (such as consolidated payments)
It's a good thing to try in sandbox
r
Hi @KevinJ of Kansas, yes, that was considered but voted against. Is there a way to copy customers from one sub to another?
k
Do a CSV export via saved search - then reimport. Expect it to be fun and painful
r
@KevinJ of Kansas - ahhh....that is what I thought....and yes, OUCH....lol