Exporting Account Reconciliation Sync Configuration
You can export all the available Account Reconciliation Sync configurations, or you can select specific configurations you want to export. The following configurations can be exported:
Configuration Label |
Description |
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Jobs |
The jobs configured in Data Exchange or your Account Reconciliation and added in NetSuite. See Managing the Account Reconciliation Jobs. |
Data Source Settings |
Customizations to the Account Reconciliation saved searches that you added in NetSuite. See Saved Searches for Account Reconciliation Sync. |
Accounts for Group Reconciliation |
Accounts configured to be used for group reconciliations in the Account Reconciliation application. See Accounts for Group Reconciliation. |
To export Account Reconciliation Sync configuration:
If the export contains no configuration, you receive an error message indicating that at least one configuration is required for the export.
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In NetSuite, go to NetSuite EPM > Account Reconciliation > Import/Export Configuration.
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Choose the Export radio button.
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Click the Configurations to Export subtab, and do any of the following:
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In the Select column, check the box next to every configuration you want to export.
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Click the View link for every configuration page you want to go to in the NetSuite UI.
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Click the Logs subtab to view the following information about the exported configuration:
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Date
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Operation
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Status
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Options
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Error
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Filename
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Click Submit.