How to copy Custom Fields & Tabs from one System to another?

You can copy all Custom Fields & Tabs definitions from one System to another. Both Tabs and Custom Fields definitions will be imported. 

  1. Click on the Settings button to open up the settings panel

  2. Custom Fields & Tabs are defined per System, so select the relevant System from the drop down list.
    The selected System is the target system where custom fields will be copied to. 
  3. Select to View & Manage Custom Fields
  4. Select the Import from Another ERP option
  5. In the dialog box, select the ERP from where you wish to copy Custom Fields & Tabs definition and click Import
  • Existing Fields & Tabs will not be created
  • The imported Custom Fields & Tabs will be added to the same Entities as defined in the original System (ERP)