Exporting Profitability and Cost Management Sync Configuration
You can export all available Profitability and Cost Management Sync configurations or select specific configurations to export. The following configurations are available for export:
|
Configuration Label |
Description |
|---|---|
|
Jobs |
The jobs configured in Data Exchange or your Profitability and Cost Management and added in NetSuite. See Managing Jobs in Profitability and Cost Management Sync. |
|
Substitution Variables |
The substitution variables configured in your Profitability and Cost Management and categorized in NetSuite. See Substitution Variables in Profitability and Cost Management Sync. |
|
Account Metadata Hierarchy |
The customized upper-level members of account metadata. See Account Metadata Hierarchy in Profitability and Cost Management Sync. |
|
Saved Search Settings |
Customizations to the Profitability and Cost Management saved searches that you added in NetSuite. See Saved Search Settings in Profitability and Cost Management Sync. |
|
Dataset Settings |
Customizations to the Profitability and Cost Management datasets that you added in NetSuite. See Dataset Settings in Profitability and Cost Management Sync. |
|
Other Settings |
Other settings related to the basic Profitability and Cost Management Sync SuiteApp configuration. |
To export Profitability and Cost Management Sync configuration:
-
In NetSuite, go to NetSuite EPM > Profitability and Cost Management > Import/Export Configuration.
-
Choose the Export radio button.
-
On the Configurations to Import/Export subtab, do any of the following:
-
In the Select column, check the box next to each configuration you want to export.
Tip:To select all configurations, click the Mark All button. To clear all selections, click the Unmark All button.
-
To review configuration details, click the View link to open the configuration page.
-
-
Click Submit.
NetSuite exports the configuration to a JSON file and saves it to your computer.
Note:If the export contains no configurations, you receive an error message indicating that at least one configuration is required for the export.
-
To view details and the history of your exported configurations, click the Logs subtab.