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).
