Importing Account Reconciliation Sync Configuration

You can import Account Reconciliation Sync configuration into your NetSuite account from a previously exported file.

To import Account Reconciliation Sync configuration:

  1. In NetSuite, go to NetSuite EPM > Account Reconciliation > Import/Export Configuration.

  2. Choose the Import radio button.

  3. Click Choose File, then select the file you want to import.

  4. If you want to overwrite your existing configuration with the import file content, check the Overwrite Existing Values box.

  5. Click the Logs subtab to view the following information about the imported configuration:

    • Date

    • Operation

    • Status

    • Options

    • Error

    • Filename

  6. Click Submit.

    • If you import Jobs configuration, ensure all plug-ins configured on the jobs in the source NetSuite account are implemented in the target NetSuite account.

    • If an error occurs on any configuration while importing the file, it doesn't affect the rest of the import. You can view the related error logs on the Logs subtab.

    • If you check the Overwrite Existing Values box and the import file has no configuration, you'll receive an error message. It indicates that the import file content is required.

Related Topics

General Notices