AdvoLogix provides the ability to export all Invoice Rule Entries within an invoice Rule. The ability to export and import would facilitate users' testing and running rules safely within a sandbox environment before moving them to the production environment.
Export Rule Entries
- Open the Invoice Rule detail view and scroll to the Invoice Rule Entry list.
- From the action button menu within the Invoice Rule Entry list, use the Export Rule Entries action button to export all the invoice rule entries.
- Save the generated file locally to your workstation.
Import Rule Entries
- Open the Invoice Rule detail view and scroll to the Invoice Rule Entry list.
- From the action button menu within the Invoice Rule Entry list, use the Import Rule Entries action button to import all the invoice rule entries from a file.
- On the screen that opens, select the file generated from the Export Rule Entries action before.
- [Optional] Select the checkbox Delete existing rule entries to delete all previous invoice rule entries before importing new rule entries from the selected file.
- Click the Import button to carry out the import action.
