This article applies to:

Export individual data

Consider these notes about individual data exports:

You can only export or import a single type of configuration data for a single company at a time.

You can't export inactive groups.

Model Scenario exports don't include related configurations, such as lookup lists. You must migrate those configurations separately.

If the data type selected for your export's inherited from an ancestor company, the export includes only that ancestor company's data.

You can only export exempt reasons and exemption certificates for the active customer group.

Go to Tools
, Administration
, and then Export and Import
.

Find your company and then select Export
.

Select Individual Data
, and then select the type of configuration you want to export.

Select Next
.

Select Export
.

note

You may not see your browser's save dialog immediately. The time taken to create your export file depends on the number of records included.

Choose a location and save your export file.

A tax jurisdiction export creates 2 files. Make sure you save both files. You can import them in any order.

Don't edit the XML file within your export or you may corrupt the data in your destination environment.