Exporting a content package

To prevent errors during Import, it is recommended that the content to be exported has been tested; it must be able to generate a complete and correct output business document.

For custom master data, ensure that the columns which contain customer specific data have been cleared.

Only the user performing this procedure should access IGFC. Ensure that poller is deactivated to prevent inconsistent results during runtime processing.

  1. Select Content Management > Import/Export Data.
  2. On the Export tab, specify a unique Package Name that describes the content package. Valid characters are a–z, A–Z, 0–9, and special characters. The name must not start with a space and must not contain these reserved special characters: \ / : * ? " < >.
  3. Select the documents to export. These documents can be included:
    • Registered Infor and custom master data BODs
    • Custom master data
    • Registered Infor and custom transactional BODs
    • Registered DSV master data and transactional documents

    For accounting framework integration, SourceSystemJournalEntry BOD must always be selected as one of the documents to export.

    In selecting which documents to export, ensure that related or referenced documents to obtain relevant data for the creation of an output business document are also included in the package. The content package must always contain the complete setup data of one integration solution.

  4. Click Export.
    A message confirming the export of documents is displayed.
  5. Click Yes.
    A downloadable .zip file is created where the file name is the same as the package name. This file contains the exported documents in CSV format.
  6. Click Save.
    The .zip file is stored in the browser-designated downloads folder. Optionally, Click Save As to choose a specific location to store the content package.