1. Setting Up and Configuring Account Reconciliation
  2. Setting Up Reconciliation Compliance
  3. Configuring Reconciliation Compliance
  4. Defining Attributes
  5. Defining Group Attributes
  6. Exporting Group Attribute Member Values

Exporting Group Attribute Member Values

Exporting a group attribute enables the member attribute values to be reused in a different environment.

To export a group attribute:

  1. Open the Edit Custom Attribute dialog for the group attribute that must be updated.
    • In Reconciliation Compliance: From the Home page, click Application, then Configuration, and then Attributes. Click the name of the group attribute that must be exported.
    • In Transaction Matching, From the Home page, click Application, and then Match Types. Select the Group Attributes tab and then click the name of the group attribute that must be exported.
  2. Click the Values tab and select Export.

The member attribute values are exported to a file named Members.csv, with the member attribute names as columns. If a file with this name already exists, an integer suffix is used and the file name is Members(n).csv.