Using Operations Tools: Migrating Company Data

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Operations tools for migrating company data

When Do You Need This Tool?

The operations tools under Settings → Operations Tools support special technical actions such as: moving staff data between branches during a reorganization, resyncing data that drifted after a technical incident, or preparing data when merging two subsidiary companies.

Performing a Data Migration

Select the type of migration to perform, preview a summary of the changes that will apply, and confirm execution. The system recommends backing up (exporting to Excel) related data beforehand for reconciliation if needed.

Access Permissions

This feature is only available to business owner accounts or system administrators with special privileges, since it directly affects a company's entire operational data.

Note: This is a high-impact group of functions — perform it outside peak hours and notify the relevant team beforehand.
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