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The information here provides some helpful tips, and a bit more detail into the Export and Import functions in Rockton Pricing Management (RPM). This includes the options available for Admin and Non-Admin users, and helpful tips for using the function.
More Information
The export and import function in Rockton Pricing Management (RPM) is simple, yet powerful. It allows exporting of data from one company to another, or one server to another. It allows you to export, manipulate that data in Excel, then import the updated information back into RPM. This is a powerful tool when needing to make changes to multiple records at once. Or can be helpful when wanting to export data to be used for reporting needs.
When exporting, users are prompted with the message: “Will you want to re-import these records?”. If you select Yes, the export file created will be generated in a format that allows the file to re-import data into RPM. If you select, “No, just exporting”, the file is used only for review or data manipulation outside of RPM and will error if that file type is used to re-import. When in doubt, always select Yes.
The Export and Import function can also be used to copy data from one company to another company. For more details on this, please see KB article: How to Copy Data from One Company to Another Company in RPM.
The ability to export or import can vary based on the user in RPM. For a user with Administrator Privileges in RPM, they will be able to export and import from any RPM web page that allows the functionality. That means any RPM page, except Settings and View Pricing Diagnostics, which do not currently allow exporting or importing.
Here is a listing of each page and what is allowed for an Administrator user:
Favorites menu:
- Pricing Scenarios – Export and Import allowed
Pricing menu:
- Price Schedules – Export and Import allowed
- Price Calculations – Export and Import allowed
- Pricing Filters – Export and Import allowed
- Price Books – Export and Import allowed
- Price Sheets – Export and Import allowed
- Price Sheet Details – Export and Import allowed
- Quantity Breaks – Export and Import allowed
- Rounding Rules – Export and Import allowed
ERP Data menu:
- Customers – Export and Import allowed
- Customer Attribute Values – Export and Import allowed
- Customer Attributes – Export and Import allowed
- Items – Export and Import allowed
- Item Attribute Values – Export and Import allowed
- Item Currencies – Export and Import allowed
- Item Unit of Measures – Export and Import allowed
- Item Attributes – Export and Import allowed
- Unit of Measure Schedules – Export and Import allowed
- Unit of Measure – Export and Import allowed
- Currencies – Export and Import allowed
- Document Attributes – Export and Import allowed
- GL Accounts – Export and Import allowed
- Locations – Export and Import allowed
Tools menu:
- Pricing Scenarios – Export and Import allowed
- View Diagnostics – No Export or Import available
- Settings – No Export or Import available
For a user who does not have Administrator Privileges in RPM, there are limits as to which web pages they can export and import from. RPM limits these users in the type of data they can import. For any page where the data originates from the ERP, a non-Admin user is not able to import.
Here is a listing of each page and what is allowed for a non-Admin user:
Favorites menu:
- Pricing Scenarios – Export and Import allowed
Pricing menu:
- Price Schedules – Export and Import allowed
- Price Calculations – Export and Import allowed
- Pricing Filters – Export and Import allowed
- Price Books – Export and Import allowed
- Price Sheets – Export and Import allowed
- Price Sheet Details – Export and Import allowed
- Quantity Breaks – Export and Import allowed
- Rounding Rules – Export and Import allowed
ERP Data menu:
- Customers – Export only
- Customer Attribute Values – Export only
- Customer Attributes – Export and Import allowed
- Items – Export only
- Item Attribute Values – Export only
- Item Currencies – Export only
- Item Unit of Measures – Export only
- Item Attributes – Export and Import allowed
- Unit of Measure Schedules – Export only
- Unit of Measure – Export only
- Currencies – Export only
- Document Attributes – Export and Import allowed
- GL Accounts – Export only
- Locations – Export only
Tools menu:
- Pricing Scenarios – Export and Import allowed
- View Diagnostics – No Export or Import available
- Settings – No Export or Import available