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Import and export application settings

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In Winner Bizz, users with the required user access roles can export settings and import settings for use on other PCs installed with Winner Bizz.



Note: To export and import settings, the user must have Full access, colour-coded green, to Export all application settings* and Import all application settings* in the Edit user role window. For more information, see Description of user role access rights.

Exporting settings

Navigate to Others > Applications Settings > Import/Export settings.

In the Select export settings window, select the settings to export and then click Export.

  • Global settings:
    • Component settings: Settings in the different components of Winner Bizz such as Sales settings, Purchase settings, Financial, Sales, After-sales interface, E-signature (Docusign and Yousign), Financing offer, default conditions settings, default deadline type, default payment calendar.

    • Company settings: include Address, delivery address, bank connection data, company identification, Showcase 360, numbering settings, logo…  

    • Workflow step settings. workflow steps, transfer profiles. For more information,
      See Introduction to Workflow.

  • Supplier: Export the supplier settings and the technical centre settings. For more information,
    See Register suppliers.

  • Email: Export the user email accounts, their email signatures, info to know which email is linked to which WB user…

  • User account / user roles: User account info, existing user roles (with all rights), auto-tasks.
    See Description of user role access rights

  • Predefined texts: Export the registered text, standard text and default printing messages. For more information, see Default printing messages.

  • Default working days: Export the default working days and public holiday settings. For more information, see Calendar settings.

  • Accountancy: Export the accountancy settings, Financial settings, booking codes, item group booking codes (QUADRA, DATEV, Exact online…).
    See Accounting settings.

  • Tasks: Export the task categories.

  • Work: Export the works types, work roles and work calculation settings.

  • User filters: Export the selected user filters.

  • User interface: Export the selected user interface settings.

  • Printing forms settings: Export the printing forms settings.
    For more information, see Customise a printing.

  • Questionnaires: Export personalised questionnaires. All questionnaires types are exported (all questions and possibles answers), but the answers are not exported. You retrieve only the questionnaire template.
    For more information, see Work questionnaires, Shop entry settings and Customer profile settings. 

  • Margin profiles: Export the margin profiles.

  • Winner Design: Export the Winner Design settings a zip folder.
    For more information, see Design system settings.

Note: Export files can be renamed, for example if the user is exporting different settings configurations.

 

Importing settings

To import the settings, navigate to Others > Applications settings > Import settings.

Select the desired exported settings file and click Open. 

 

 

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