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Merging of Multiple Databases - How it Works

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

Migrating the Database from Standalone to CloudConnect

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

  • Tax Returns (covering from 2012 – 2021)
    • Please note the tax return export/import includes the basic client information.
  • Mail merge templates
  • Report manager construction (for any custom reports created)

Please note that we can assist you in exporting the Accounts Production data out of one TaxCalc database (to produce CSV files containing all postings in a trial balance for all accounting periods present) however we do not re-import this data back into the system as standard operating procedure.

Please also 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

We would recommend reading our Knowledge Base article for Merge of Data - What happens next to understand the process that is undertaken and for any actions you are required to take prior to the completion of the paid for service. 

For more information on combining multiple databases, including prices please email