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The last setup tab within the Clean Install process can import settings into the newly created Company. Follow the steps below:

Tip

Release 23.1 - Ability to import an .XML export of Warehouse & System Settings. (DevOps # 5723)

System Settings

  • Select the Company (if more than one) to import the settings into

  • Use the file dialog to select the .XML file of setting

  • Click “Import System Settings”

Warehouse Settings

  • Select the Company (if more than one) to import the settings into

  • You can use the file dialog to select the .XML file of settings.

  • Select the From Warehouse from the exported file and a To Warehouse in the new Company

  • Click “Import Warehouse Settings”

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