Exporting and Importing Shipping Setups

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Introduction

At times, it may be helpful to export all of your setups for ChargeLogic Shipping into an XML file. You can then take that file and import it into ChargeLogic Shipping in another Company or Tenant, or move your setups from your Sandbox to production without needing to complete the wizard or individual setups again.

Exporting

  1. Open the Company where you have completed the Shipping setups.
  2. Search for Export Shipping Setup.
  3. A file containing the ChargeLogic Shipping setup data from the current company will be downloaded.

Importing

  1. Open the Company where you want to create the shipping setups.
  2. Search for Import Shipping Setup.
  3. Select the export file from above. This will create the shipping setups in the current company.
Please note that the import routine is expecting that you have already created G/L Accounts, Resources, Service Cost, No. Series, Customer, Country/Region, Locations, etc. referenced in your setups in the new company. If the related records are not in the master tables, then you will get error messages during import. If that happens, simply create the master record in the target Company and try the import again.
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