Migrate Additional Fields

Over time, GrandTotal has gained new data fields for which you may have created additional fields. The migration feature lets you transfer your values to the new fields.

Additional fields in GrandTotal

How Migration Works

Migration works via drag & drop:

  1. Drag your additional field onto the desired new field
  2. A confirmation dialog appears
  3. Confirm the migration
  4. The values are transferred
Confirmation dialog for migrating additional fields

Update Layouts

If you used additional fields in your layouts, you need to replace them with the new placeholders after migration.

Summary

Migration via drag & drop

Drag additional field to new field and confirm

Values are transferred

All documents are automatically updated

Update layouts

Replace placeholders in layouts with new ones