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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
.
note
Using the export and import feature requires the Data Manager role.

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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