Export and import service configurations

Service configurations can be exported from one installation and imported to another. This is especially handy if you have service configurations with complex conditions you want to reuse.

  1. In Manager, click Administration > Import or Export depending on what you want to do.
  2. In the Import or Export dialog, click Browse and navigate to the folder from which you want to import service configurations or to which you want to save the export file.
  3. Select an existing file (to be replaced), or type a new file name in the File name box. Kofax ReadSoft Invoices gives the file the extension EHIX.
  4. In the Objects box, click Service configurations. Invoice profiles including job descriptions are also recommended to make sure everything that belongs together stays together.
  5. Click Import or Export, depending on what is appropriate.
    Note If the job descriptions connected to the service configurations you import are not present in the system to which you are importing them, the service configurations are disabled in the new system.

    However, you can connect an imported service configuration to a different job description. To do this, double-click the desired service job in the Service configurations object bar to open it and then click the new job description in the drop-down list. If you do this, you need to change the name of the service job at the same time since the current name is based on the previous job description.