Taskflow for Importing and Exporting Between EPM System Servers

Before you can import and export data between servers, the Strategic Finance administrator must:

  To import or export between Strategic Finance and other EPM System products:

  1. Identify the source and destination entities.

    See Source and Destination Entities.

  2. Create a map between the entities.

    See Working with Import and Export Maps.

  3. Create a batch to specify the server.

    See Working With Batches.

  4. Create a batch entry to associate the batch and the map.

    See Working With Batch Entries.

  5. Run the import or export.

    See Running Batch Imports and Exports.