1. Administering Financial Consolidation and Close
  2. Managing Applications
  3. Exporting Metadata

Exporting Metadata

You can export metadata to a file in a .csv (comma-delimited) or .txt (tab-delimited or other delimiter character) format. These artifacts are supported in the export process:

  • Dimensions

  • Smart Lists

  • Exchange rates

The system creates an export file for each artifact (.csv or .txt, depending on the file type), and all export files are consolidated into one zip file. You must extract the .csv or .txt files from the zip file if you want to use the files as import files (for example, when importing into another application).

When you export seeded members, these member properties are exported:

  • Account

  • Parent

  • Data Storage

  • Operation

Customizations that you make for seeded members, such as Alias changes are not exported as part of the metadata export. These changes are exported through Customizations. See the "Exporting Module Customization" procedure.

To export metadata to a file:

  1. On the Home page, click Application.

  2. Click Overview, click the Dimensions tab, and then click Export.

  3. On the Export Metadata page, click Create.

  4. Select the target location of the export file:

    • Local—Saves the export file to a location on your local computer.

    • Outbox—Saves the export file to the server.

  5. Select the artifact or artifacts to export.

  6. For File Type, select an option:

    • Comma delimited—Creates a comma-delimited .csv file for each artifact.

    • Tab delimited—Creates a tab-delimited .txt file for each artifact.

    • Other—Creates a .txt file for each artifact. Enter the delimiter character that you want to use in the export file. For a list of supported delimiter characters and exceptions, see Other Supported Delimiter Characters.

  7. Optional: If the selected location is Outbox, click Save as Job to save the export operation as a job, which you can schedule to run immediately, or at a later time.

  8. Click Export, and then specify where to save the export file.

Exporting Module Customization

You can export metadata customization using the Migration process.

  1. On the Home page, select Tools, and then select Migration.

  2. From Categories, select Core.
  3. From the Artifact List, select Configuration.

  4. Expand Module to show Consolidation, and then expand to show Module Customization.

  5. Click Export to export all the changes to the seeded metadata, and specify where to save the export file.