Transferring your data and solution from the Deluxe or Pro Organizer to Organizer Advantage is a crucial step when upgrading your software. This guide will walk you through the process of creating a backup, sending the file to us, and restoring your solution and data in the new Organizer Advantage application.
Step 1: Creating a Backup
Before you migrate to Organizer Advantage, it's essential to create a backup of your existing data and solution.
Option 1: Backing Up a Single Table
If you are working with a single table, follow these steps:
Option 2: Backing Up All Databases
If you have multiple tables or databases that you want to transfer, follow these steps:
Option 3: Zipped Data Folder
Instead of using the built-in backup feature, you can also create a "compressed/zipped folder" of the "DATA" folder associated with your old program.
Step 2: Sending the Backup File
After creating the backup file, you need to send it to us for further processing.
Option 1: Email Attachment (For Small Files)
If the backup file is relatively small, you can send it as an attachment in an email. Follow these steps:
Option 2: Cloud Storage (For Large Files)
For larger backup files, it's more efficient to upload the file to a web-based cloud storage service (e.g., Dropbox, Google Drive) and share the upload link.
Step 3: Review and Processing
Once we receive your backup file, we will review the data and process the transfer. Typically, this process takes about one business day, though the timeline may vary depending on the specific circumstances.
Step 4: Restoring Solution and Data
After we have processed your backup, you will receive two files from us. These files will allow you to transfer your solution and data to the new Organizer Advantage application.
Upon completing these steps, your solution and data from the old Deluxe or Pro Organizer will be successfully transferred to the new Organizer Advantage application.
For any guidance or instructions on restoring data in Organizer Advantage, refer to the app's documentation or contact support for help.
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