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Importing Company Settings

Can I transfer company settings to another company without data?

Written by Lenka Haringerová

Company settings (Company → Settings) cannot simply be transferred to another company — in the new company, they must be filled in again.

What can be transferred

  • Lists and records — some data can be transferred by importing from Excel, and most via XML (Tools → Import). Keep in mind that relationships and dependencies between records must be handled, so this is not a simple operation.

  • User settings in the web interface — columns, filters, sorting, appearance, and the dashboard can be transferred between companies using the Take Over Settings function in the company selection.

⚠️ Don't confuse these two things. The Take Over Settings function in the WUI only transfers the user view, not the company settings as such (legislation, currency, module behavior, document types).

May come in handy

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