The PSA Administration tab is displayed when you click PSA Administration. If you have the permissions to do so, you can use this tab to export your existing configuration settings and import the configuration settings included in the PSA packages. You must carry out these tasks when installing PSA for the first time or upgrading from a previous version. If setting up PSA, you must also import the custom settings included in the package. For detailed information about installing PSA, see "Getting Started with FinancialForce PSAVersion 16.6 SP2".
Exporting Configuration Settings
To export configuration settings:
Display the PSA Administration tab.
Click Export Configuration in the PSA Administration page.
Do one of the following:
In the top box, enter the name of the file to which you want save the configuration and click Save File.
In the bottom box, type an email address to email the configuration to and click Email me this file.
Depending on the option you selected, the file is saved to the Documents tab or an email is sent with the existing configuration attached as an XML file.
Importing Configuration Settings
To import the configuration settings:
Display the PSA Administration tab.
Click Import Configuration in the PSA Administration page.
Ensure that PSA Administration displays in the drop-down list.
If you want to replace all of your configuration settings with the default configuration supplied, select the Replace All Values from File checkbox.