Importing files

Import KPIs, custom fields, inbox item files, Flex SQL statements, and custom reports created using the Export Configuration feature.

To import files:

  1. Open the Import Configuration form.
  2. File Location—Click Browse, and then select the file to import. The system automatically populates Date/Time Created, Created From Schema, Created By User ID, Created By Name, and Update Existing Records.
    Note: Click View File Contents to view the file details.
  3. Click Import.