Aligned Solutions Consulting

How To Export and Import Epicor Personalization's

Rick
02/06/2016 09:42 PM Comment(s)

Epicor provides the ability for users to personalize their program screens to add or simplify functionality. In addition, users can export their personalization's 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 personalization's that users may have had previously. Importing replaces, it does not append.


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.

2. Select "Personalization" from the Tools menu

3. Select the "Export" Button

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

4. 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.

5. 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.

6. Import

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

7. Select "Personalization" from the Tools menu

8. Select the "Import" Button

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

9. Select the Personalization file

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

10. 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 personalization's that user may have had previously. Importing replaces, it does not append.


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​Interested in how you and your users can use personalization's to improve the user experience and improve data entry? Personalization's 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!

Rick