Exporting Close Management and Consolidation Sync Configuration
You can export all available Close Management and Consolidation Sync configurations or select specific configurations to export. The following configurations are available for export:
|
Configuration Label |
Description |
|---|---|
|
Jobs |
The jobs configured in Data Exchange or your Close Management and Consolidation and added in NetSuite. See Managing Jobs in Close Management and Consolidation Sync. |
|
Substitution Variables |
The substitution variables configured in your Close Management and Consolidation and categorized in NetSuite. See Substitution Variables in Close Management and Consolidation Sync. |
|
Account Metadata Hierarchy |
The customized upper-level members of account metadata. See Account Metadata Hierarchy in Close Management and Consolidation Sync. |
|
Saved Search Settings |
Customizations to the Close Management and Consolidation saved searches that you added in NetSuite. See Saved Search Settings in Close Management and Consolidation Sync. |
|
Dataset Settings |
Customizations to the Close Management and Consolidation datasets that you added in NetSuite. See Dataset Settings in Close Management and Consolidation Sync. |
|
SuiteQL Query Settings |
Customizations to the Close Management and Consolidation SuiteQL queries that you added in NetSuite. See Managing SuiteQL Queries in Close Management and Consolidation Sync. |
|
Other Settings |
Other settings related to the basic Close Management and Consolidation Sync SuiteApp configuration. |
|
Account Type Mappings |
A list for mapping your NetSuite account types to Close Management and Consolidation account types. See Account Type Mapping in Close Management and Consolidation Sync. |
To export Close Management and Consolidation Sync configuration:
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In NetSuite, go to NetSuite EPM > Close Management and Consolidation > Import/Export Configuration.
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Choose the Export radio button.
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On the Configurations to Import/Export subtab, do any of the following:
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In the Select column, check the box next to each configuration you want to export.
Tip:To select all configurations, click the Mark All button. To clear all selections, click the Unmark All button.
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To review configuration details, click the View link to open the configuration page.
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Click Submit.
NetSuite exports the configuration to a JSON file and saves it to your local computer.
Note:If the export contains no configurations, you receive an error message indicating that at least one configuration is required for the export.
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To view details and the history of your exported configurations, click the Logs subtab.