To export approver configuration policies, company address books, cost centers, data lists, spending accounts, string overrides, or users
Note: The system also supports batch product management (e.g., for adding products and adding and updating product pricing) using the Import functionality. See Batch Product Management for details.
Note: Editing Multi-Level Approval Policies: If you need to make changes to your approval policies, after exporting your approval template on the Export tab on the Export / Import page, delete all records (rows in the template) that you are not going to be modifying. This will save time and reduce the risk of introducing errors in the approval editing process because you will be importing only those records (rows) that were changed.
1. Go to Administration > Export / Import.
2. On the Export tab, select the category of data you want to export from the pull-down list:
a. Approver Configuration: Select the approver configurations you want to export from the pull-down list that displays for exporting approver configurations.
b. Company Address Book: Select the company whose address book you want to export from the pull-down list that displays for exporting company address books.
c. Cost Centers: Select the company whose cost centers you want to export from the pull-down list that displays for exporting cost centers.
d. Manage Data Lists: Select all or only those data lists you want to export from the pull-down list that displays for exporting data lists. For more information on data lists, see Data Lists.
e. : Exports all in your catalog.
f. Products-Categories: Exports a CSV file listing all products and the categories to which they are published.
g. Spending Accounts: Exports all spending accounts with details (e.g., display balances, amounts, allow auto reload, reload amount, etc.).
h. String Overrides: Exports all the string overrides you have defined in language management. For more information on string overrides, see To apply custom language overrides or recover the default language settings.
i. Users: To export only those users associated with a specific Print Shop, Company, or Group, select them from the appropriate pull-down lists that display for exporting users.
3. Select the text format from the Type pull-down list: Unicode (UTF-8) or Unicode.
4. Select the Field Delimiter used to separate the values in the exported file: , | \t ;
5. Click Export.
6. Click Download and either open or save the exported file, which is in comma-separated value, CSV, format.
7. To download the catalog in JDF format, click Export Catalog in JDF