Copying source to destination

On the Manage Sources page, select the source table to be copied to Destinations as follows:

  1. From the Source Name column, select the source table that is to be copied to Destinations.
  2. Click Copy.
    • If the table does not exist in Destinations it is copied over and opens on the Destinations tab.
    • If however, the table exists in Destinations, users will see a message informing them of this and whether the table name should be modified.

    To modify the table name, provide the name of the new table in the text box and click Create. To overwrite the table name in Destinations, retain the table name and click Create. A  message is displayed, asking you if you would like to overwrite the table.

    Click Yes. The table is overwritten in Destinations.

    Tables are copied with all details, including the mappings.  However, the categories-master or transaction-must be defined manually. Only one table can be copied at a time.