Extracting Assets from Another Organization

What happens when assets are extracted?

You can extract assets from an existing organization and place them into a new organization. When extracting assets, you are actually copying them and placing them into the new organization. The organization from which you extracted the assets is not affected.

Extractions are based on groups. You must extract an entire group of assets from an organization. If you want to extract only a selection of assets from one organization, create a group from the selection in the original organization, and then you can extract that group.

You can extract assets into a new organization. You cannot extract assets into an existing organization.

Note: The destination organization that receives the extracted assets will be the same entity type as the source organization. For example, if you extract assets from a Government or Nonprofit Organization, the destination organization will be a Government or Nonprofit Organization. For more information about entity types, see What Entity Type Is Right for Me.

The system assigns System Numbers to the assets you extract, based on the starting System Number of the new organization. For example, if you extract three assets with System Numbers of 51, 55, and 57, and you place them in a new organization with a starting System Number of 1, the system assigns System Numbers 1, 2, and 3 to the assets.

All organization information for the new organization, except for password security information, is copied from the organization from which you are extracting the assets (including SmartLists and organization setup information).

Note: To extract assets, you must have security rights to the organization from which you are extracting the assets.

Before you begin the steps outlined below, you must close any currently open organization.

Note: When no companies or organizations are open, the menus and windows display the word Company, rather than the word Organization.

To extract assets

1. Select File/Organization Utilities/Extract Assets from the menu bar. The system displays the Extract Assets window.
2. Complete the Extract Assets window, then click OK.

If an organization with the same name as the destination organization already exists, the Rename Company window appears.

3. Enter a new name for the destination organization, and then click the Rename button.

The assets are automatically extracted, and the new organization is created. The main application window appears.