Importing personalization records

  1. Sign in to the company from which to export the personalization records.
  2. Select System Administrator > Administration > Personalization.
  3. Select the records to export, and then click Export.
  4. Save the file to a local drive.
  5. Sign in to the company in which to import the personalization records.
  6. Select System Administrator > Administration > Personalization.
  7. Click Import.
  8. Select the import file.
  9. Click Open Import File.
  10. Select the records to apply to the user interface.
  11. Click Submit.
Related topics
  • Personalization