How_do_I_send_my_database_to_Caselle_

How do I send my database to Caselle?

In steps 3 and 6 (Moving to Caselle Hosted Solution checklist), you will be sending your database to Caselle. 

In step 3, the database sent to Caselle will be used to set up a temporary database for testing. You can use this database to make sure your data is complete and it displays in Caselle Cloud as expected. You'll be using Caselle Connect (as you have in the past) as your working application. 

Important! You should not use the temporary database to create or process transactions for third parties. 

 

In step 6, you'll send the database that you have been using (in Caselle Connect) to Caselle. This database will have the most recent data (transactions, records, and so on). Caselle will copy this database to Caselle Cloud. If you create new transactions in Caselle Connect during this transition, you will need to add the transactions to Caselle Cloud. 

 

Sending my database to Caselle

1. Open Connect System Management > System Tools > Send Databases.

2. Enter the file name: [Organization name] [MM/DD/YYYY]

 

File name

 

 

3. Click to select Support. 

 

Support checkbox

 

 

4. Select the server. 

 

Server

 

 

5. Select all of the databases to send to Caselle. 

 

Databases

 

 

6. Click GO  (CTRL+G). 

 

7. Send a text or email to your migration specialist to let them know you have sent the databases to them. 

 

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I send a database to support? (2024.08)

      When you're working with support, they may ask you to send the database to them. Sending a database to support will save the database using the Caselle Incident Management System (CIMS). The support representative will let you know which databases to ...

    • How do I back up a database to my computer? (2024.08)

      Backing up a Connect database ensures the availability, integrity, and security of data in various situations. Here are a few examples why backing data is important: Hardware failures. Such as hard drive failure or failure of other hardware ...

    • How do I save a backup file to Caselle Cloud? (2024.08)

      Create a backup file and save it to your account in the Caselle Cloud. You should create a backup file any time transactions are modified or deleted. Saving the backup file to the your account in the Caselle Cloud will leave you more space on your ...

    • I need to create a new user for Caselle Cloud. How do I do that?

      Issue I need to create a new user ID for a user to use to login to Caselle Cloud. How do I do that? Explanation A user can use the same user name and password that they use to login to Connect to login to Caselle Cloud. If the user already has a user ...

    • Can I send a test email using Caselle Service?

      After you set up the Caselle Service, you can send a test email to make sure the service is set up correctly. Click the Test Queue Service button. The system will send a test email through the email service. Test Queue Service button A confirmation ...