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Exporting/importing Profile Rules

Received Response
edited Oct 23, 2019 6:28PM in Account Reconciliation 2 comments


Looking for way to export and import Profile Rules for easy editing


Hi All,

I have created some custom auto-submit and auto-approve rules in a balance comparison profile. The standard "Balance is Zero" rule doesn't take into account Blanks or "missing data" and as Data Management suppresses zero's, the standard rule doesn't work for us.

I have created these rules in 1 profile and would now like to export the profiles, including these custom rules, so I can copy them to any other relevant profile in excel and upload back into ARC. However I don't seem to be able to export profiles including rules.

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