Extract and merge

The extract and merge features can be used to

• retrieve certain DT Max client information from your office computer's database in order to work on it using your home computer
• bring previous year and carryforward information to a client's office in order to enter current year information
• update your office database with the work done at home or at a client's
• merge the databases of two or more firms that are amalgamating
• separate clients or databases of firms that are splitting up
• update printing or efile information to a designated database
• update information to an archive database
• create a selective backup of your client files.

When using the extracting utility, you select information for specific clients from your database and write it to a disk file, i.e. the extracted file. Because the material is copied, no data is removed from the database. To extract, select the option Extract in the Tools menu.

The extracted file is then taken to another computer where the data will be merged into an existing DT Max database located on this other computer. To merge data, select the Merge option in the Tools menu. This database will then be updated in such a way as to include new data for the merged clients as well as original information for other clients.