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Solution to migrate TM configs without loaded data

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edited Oct 17, 2019 4:48PM in Account Reconciliation 3 comments

Summary

While migrating from Test to Prod, how do we migrate only the Transaction Matching configs (rules, formats, profiles etc.), but not the loaded data (matched + unmatched)?

Content

Hi All,

We are looking for a solution not to load historical matched transactions from Test to Prod. Default migration option moves everything. For Balance Sheet rec (RC) stuff, we are going to delete all the periods and recreate them, which will remove all the ending balances and transactions. But is there any similar solution for TM? Plan is to post go live, we will only load as of day unmatched transaction from their legacy application.

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