Best Practice: Move or Copy Payments From Org 20 to Org 10

Katie Solinski

May 18, 2026 19:23

The City of Fort Collins Lincoln Center is manually merging their Org 20 into their Org 10. They have taken deposits on events in the future in Org 20 that they now need to move to Org 10. What is the best way to copy or move these payments to retain all the pertinent information like transaction type, time/date of transaction, etc.? If they try to manually enter a credit card transaction, it still asks for the credit card number as a required field (which they can only see the last 4 digits of in the record of the payment in Org 20). They also don't want to risk charging their customers twice. Let me know! Thank you!

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  Seth Halvaksz

  May 18, 2026 19:25

  Katie, can you tag some of your colleagues on this best practices question? I know that not everyone monitors the Documentus forums, so you'll likely get a faster response that way.

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