How To Export & Import Epicor Personalizations

Epicor provides the ability for users to personalize their program screens to add or simplify functionality. In addition users can export their personalizations as either a backup or to share with others. Others can then import the personalization file and adopt that personalization.
Please note that personalization importing OVERWRITES any existing personalizations that user may have had previously. Importing replaces, it does not append.

1. 1. Export: Open the personalized Epicor program

      Open the personalized Epicor program from the main menu. This would be done under the user account that has the Personalization that needs to be Exported.

1. 1. Select ‘Personalization’ from the Tools menu

1. 1. Select the ‘Export’ Button

      The Control Properties window will open, click on the ‘Export’ button.

1. 1. Select a Location To Save the Personalization File

      A ‘Save As’ window will open.
      Select where you would like to save the file. Preferably a shared network location so others will be able to import the Personalization later.
      You may change the File Name if you’d like.
      Select the ‘Save Button.’

1. 1. Exit Personalization Mode

      The Personalization is now saved and you may exit Personalization Mode by clicking on the ‘OK’ button in the Control Properties window.

1. 1. Import:

      Login to Epicor as the user who would like to import the saved Personalization.
      Open the personalized Epicor program from the main menu.

1. 1. Select ‘Personalization’ from the Tools menu

1. 1. Select the ‘Import’ Button

      The Control Properties window will open, click on the ‘Import’ button.

1. 1. Select the Personalization file

      Find and select the personalization file that was previously exported and saved.
      Click on the ‘Open’ button.

1. Apply the Personalization

   Click on the OK button in the Control Properties window to apply and exit Personalization mode.

   Please note that personalization importing OVERWRITES any existing personalizations that user may have had previously. Importing replaces, it does not append.

If you found this post helpful, be sure to like, share & comment.  Interested in how you and your users can use personalizations to improve the user experience and improve data entry? Personalizations are just one piece of the many Epicor puzzle pieces that can be used to align your business with your software!

Contact me and let’s get something scheduled!

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