Definition groups define the tables to export data from or import data to.

  1. Click > > > .

  2. Press CTRL+N.

  3. In the dialog box, type an identification (ID) and a name for the definition group.

    Note Note

    To reset values on all tabs to their original settings, click in this dialog box. To clear all values on the and tabs, click .

  4. Select a :

    • – Normal data export/import.

    • – Import using Microsoft Excel spreadsheets.

    • – Import using custom import facilities.

  5. Click the tab and select to export:

    • – Document management notes.

    • – If set up as virtual companies, data shared between companies such as postal codes.

  6. Click the tab and decide which table groups should be included.

See Also