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How do export or import master data?

Master data can be exported out of or imported in to Optimum. When exporting data, you have the option of e-mailing this direct to the support team so that they can investigate the data if needed.

 

Exporting master data out of Optimum

  1. Select Import/Export Master Data from the menu.

  2. Select tables you want to export. The tables are grouped so make them easier to find and select. If you want to export all the tables in one group, tick the All box above the group.

  3. Select the Export radio button at the bottom of the screen.

  4. If you want to email the data to the support team, tick the Email box.

  5. Click Export. The file will be exported to the directory listed in the File Location field, which has been specified on the System Settings page.

If the export is successful, you will receive a message telling you which tables have been exported.

Importing master data into Optimum

  1. Select Import/Export Master Data from the menu.

  2. Select tables you want to import data into. The tables are grouped so make them easier to find and select. If you want to import all the tables in one group, tick the All box above the group.

Caution! When data is imported into Optimum, it will overwrite any data that already exists in the table.

 

Data will be imported from the directory specified in the Import/Export File Location.

  1. Select the Import radio button at the bottom of the screen. If the import is successful, you will receive a message telling you which tables have been imported.

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