Importing and Exporting data with Synergy can be simple, if you use the tools that Exact provides.  One of the least known tools is the Templating Tool, which allows both the exporting and importing of data.

This tool can be very useful when organizations need to share information, such as from a test synergy site to a live site.

The information that can be exchanges include:

  1. Workflow Request Types
  2. Document Types
  3. Documents
  4. Company Sizes setting
  5. Sectors
  6. Sub Sectors
  7. Sources
  8. Opportunity Sources
  9. Opportunity Contact Roles
  10. Opportunities Reasons Lost

Exact’s Document 19.456.353 describes in depth how to use this tool.