Export and import a line of business

In Lines, you can export an entire line of business and then import it to use in a different environment.

Export a line of business

To export a line of business:

  1. In the BriteCore menu, select Lines.
  2. In the Lines of Business list, select the applicable line of business.
  3. On the Line Overview screen, select Download Template. The template will begin downloading to your device.

Note: It may take some time to complete the download depending depending on the file size.

You have successfully exported a line of business.

Import a line of business

To import a line of business:

  1. In the BriteCore menu, select Lines.
  2. Below the Lines of Business list, select Import Template.
  3. In the Finder dialog box, navigate to and select the line of business file you want to import, and then select Open.

    Note: It may take some time to complete the import depending on the file size.

You have successfully imported a line of business.