Change ID Tool Overview
The Change ID tool is designed to modify, combine, or correct IDs across various tables within SapphireOne. This tool allows for the modification of IDs in main files, applicable only to current data. To determine if your desired table is supported, select the tool and review the drop-down list of currently supported tables, which include General Ledger, Inventory, Clients, Vendors, and more.
It is crucial to ensure no other users are online and to create a backup before proceeding, as some functions can potentially damage the database beyond repair.
Change ID Tool Usage
- Navigate to Utilities > Utilities > Maintenance Tools.
- Choose “Change ID”. A dialogue box will appear with the following elements:
- File – Select the File Type whose ID you wish to modify.
- ID to Change – Enter the ID you want to modify.
- Change to – Enter the new ID.
- New/Merge Radio Buttons – Choose ‘New’ to establish a new ID or ‘Merge’ to merge with an existing ID.
- Action Button – Apply the changes. this button only becomes active when the “Change to” field is populated and the “New” button is selected.
- Import Button – Allows for bulk ID changes using a .csv file as outlined to follow.
- Cancel Button – Cancels the dialogue without applying changes.
To use the Import feature for batch changing ID’s create a .csv file with the following characteristics:
- Ensure the table’s name is in column A, matching the names listed in the “File” list on the Change ID screen (e.g., “Employee” or “Users”).
- Place the outgoing ID in column B.
- Enter the new ID in column C.
- Conclude the data with four percentage marks and save it in CSV format.
By following these steps, you can effectively modify, combine, or correct IDs within SapphireOne.
You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.