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Merging of Multiple Databases - How it Works

Article ID: 2737
Last updated: 03 Apr, 2019

When combining two or more databases into one for migration purposes, it is important to note what information can be kept and what data will be lost. Some information can be exported and re-imported manually into another TaxCalc database, however this may require some editing from the user’s perspective.

When completing the migration process, TaxCalc will nominate one database to be “kept” as the main source of information. From here, we can complete the transition process to convert the database into another format as required (e.g., to complete the move to network or cloud). Therefore, any data that is outside of that main database (any clients and associated information) will need to be manually exported and re-imported into the upgraded database.

Further guidance on how migrations to another format operate can be found using the links below:

Migrating the Database from Standalone to Network

Migrate from a Standalone database to CloudConnect

Below is a list of data that can be exported and re-imported into another database:

  • Tax Returns (covering from 2012 – 2019)
    • Please note the tax return export/import includes the basic client information.
  • Accounts Production (CSV files containing all postings in a Trial Balance format for all accounting periods)
  • Mail merge templates
  • Report manager construction (for any custom reports created)

Please note: in the instances whereby there are multiple data sets for one client, a folder will be created for review and manual intervention by the user.

Data that cannot be manually exported and re-imported into another database:

  • Client Notes Accounts Production Notes & Financial Statements (both full and registrar)
  • Relationships in the Hub (i.e. Director/Limited Company)
  • Data Mine Filters
  • Task details
  • Custom Fields
  • Firm details and online filing credentials
  • Mail Merge and Client Questionnaire Filters
  • VAT return input
  • E-Sign Envelope Content
  • GDPR Centre details
  • HMRC Forms (64-8, SA303, CT41G)
  • Companies House Forms documents
  • AML Identity checking service
  • Company Incorporations.

We offer a service where we can complete the following on a database:

  • Bulk export/import of Tax Return information
  • Bulk export of the Audit Trail CSV files
    • Please note: a manual import is required
  • Basic client information

For more information on combining multiple databases, including prices please email sales@taxcalc.com 

Article ID: 2737
Last updated: 03 Apr, 2019
Revision: 15
Views: 37
This article was:  


Also read
item How do I move an Accounts Production client from one TaxCalc database to another?
item Migrating the Database from Standalone to Network
item Migrate from a Standalone database to CloudConnect