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Export and import data

Export and import data

You can export and import data for migrating companies from 1 Determination environment to another, copying individual tax configuration data types (such as tax jurisdictions, standard mapping groups, or lookup lists) from 1 company to another, making a backup of 1 or more companies and/or company configurations.
You can access the export and import features in
Tools
,
Administration
, then
Export and Import
.

Configuration data included

The following tax configuration data is included in full company exports and available for individual exports.
  • Allocation Groups
  • Allocations
  • Authorities
  • Authority Rate Sets
  • Authority Types
  • Conditional Mapping Groups
  • Custom Product Categories
  • Customer Groups
  • Customer Licenses
  • Customers
  • ERP Code Mapping Groups
  • Exempt Reasons
  • Exemption Certificates
  • License Types
  • Locations
  • Lookup Lists
  • Model Scenarios
  • Operating Licenses
  • Rates and Fees
  • Rules and Rule Qualifiers
  • Standard Mapping Groups
  • Standard Mappings
  • Tax Jurisdiction Groups
  • Tax Jurisdictions
  • TransEditor Groups
  • Units of Measure
  • VAT Group Registrations
  • XML Output Groups
  • Zones and Zone Aliases

Configuration data not included

The following tax configuration data isn't included in full company exports or available for individual exports.
  • Custom Application Messages
  • Custom Conversion Factors
  • Licenses
  • Users
  • Vendors

This article applies to:

  • Product: ONESOURCE Determination, ONESOURCE Indirect Tax
  • Subject: Export, Import

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