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Create a Process for Consolidating Companies

It would be nice to be able take multiple data folders and merge them into another in the case of company consolidations, etc. This could also be useful during implementation. It could help with all the hassle of messing with the interface flags with data entry and doing a significant amount of import customizations if there were standard procedures for taking live company data from company A at 12/31 and merging it into company B on 1/1.

• Matt Hanley
• Jan 23 2026

Vista Platform / IM - Imports

Company	Drake Companies
I need it...	12 months

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