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, make sure 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 does not affect the import of the rest of configuration in the file. You can view the related error logs on the Logs subtab.

    • When the Overwrite Existing Values box is checked, if the import file contains no configuration, you receive an error message. It indicates that the import file content is required.

Related Topics

General Notices