Importing Individual Account Reconciliation Artifacts

Import one or more artifacts from a snapshot to restore these artifacts in your application.

Prerequisites

• Create the application into which the artifacts are being imported.
• Upload the snapshot file containing the exported artifacts to your environment.

Note:

When you import a backup or snapshot that was created using the 23.09 release, currency buckets that were created using the 23.08 release are not updated based on the contents of the import file. You must explicitly import the changes to currency buckets by using the Import option in Configuration -> Currencies.

Steps to Import Individual Artifacts

1. From Home, select Tools, and then Migration.

2. In the Categories tab, click Financial Close Management.

3. Expand Reconciliation Manager and then Snapshots.

   The list of snapshots is displayed.

4. Expand the snapshot from which the artifacts must be imported.

   For example, to import artifacts from a snapshot named snapshot_attr_12Jul23, expand the folder with this name and then click FCM-Financial Close Management. To import artifacts from a system-created snapshot, expand Artifact Snapshot and then click FCM-Financial Close Management.

5. In the Artifact List dialog, expand Reconciliation Manager and then select one or more artifacts and/or artifact types to be imported.

   To import all artifacts in a particular artifact type, select the artifact type. For example, to import all periods, select Periods. To import three periods, expand Periods, and then select the required periods. You can also select a combination of artifact types and artifacts.

6. Click Import.

   The selected artifacts are imported into the application.