You can export and import the reference statements in the system.
To export the reference statements
1. Navigate to the Admin Tools tab.
2. Click the Data Management node and select Reference Statements.
This displays the following screen:
3. Click Select All to select all reference statements.
This displays the following screen:
4. Click Export.
This displays the following screen:
5. Select All Records and click Export Reference Statement(s) To Excel Workbook.
This displays the reference statements in the following screen:
6. Click Download as Excel Workbook.
This displays the following dialog box:
7. Click Download File(s).
This downloads the Excel file on your PC.
8. Open the Excel file to view it.
You should use the same file for importing the reference statements.
To import the reference statements
- Export the existing reference statements from the system before performing this task.
- If you add or update statements in the Excel sheet and reimport, make sure that you select the Delete Matching Record(s) before import checkbox.
- While importing reference statements from the client-provided Excel sheet, ensure that you either remove the IDs from the statements or delete the ID column from the Excel sheet.
1. Select all reference statements as shown in the following figure:
2. Click Delete.
This displays the following dialog box:
3. Click Yes.
This deletes all reference statements from the system.
4. Click Import From Excel.
This displays the following dialog box:
5. Click Upload.
This displays the following dialog box:
6. Click Add.
7. Click Choose File.
8. Select the Excel file (which you have exported).
This displays the following dialog box:
9. Click OK.
This displays the following screen:
10. Click Auto Match Columns.
This displays the following message:
11. Click Yes.
This displays the following screen:
Make sure that all columns are mapped properly (including the first column ID).
12. Click Start Import.
This begins the import process and displays the following message after completion:
13. Click No.
This displays the imported reference statements as shown:
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