Importing and Exporting Parameters

Accolade provides Administrators and Process Designers the ability to export parameter settings from one Accolade environment and import it into another Accolade environment. For example, your company may have a test environment set up during your implementation, or you may have company branches that are new to Accolade that are hosted in a separate environment. Instead of having to reconfigure parameters in each environment, download the information and import it into the new environment.

To export parameters settings:

1. From the System menu, select System > Settings, then select the Parameters tab.
2. Click Download in the top right corner of the page.
3. In the Download dialog box, select the parameter settings that you want to download.

The dialog box automatically includes all parameters that can be set on this page, and additional selections can be added or removed as necessary.

To narrow the list by parameter name, add the criteria to filter by in the appropriate filter text box. These filters are case insensitive.

To narrow the list by category, select a category to display in the Category list.

Accolade downloads all selected parameters settings in alphabetical order in a spreadsheet file, and saves it to a temporary internet files directory. Save the file to a more accessible location.

To import parameters settings into Accolade:

1. Ensure the data within the spreadsheet meets the requirements for a successful import.
2. Remove any parameter settings that you do not want to include in the upload from the spreadsheet and save the file.
3. From the System menu, select System > Settings, then select the Parameters tab.
4. Click Upload in the top right corner of the page.
5. Click Load File and select the spreadsheet file to load.
6. Click Upload File.

Accolade uploads the changes to the parameters in the spreadsheet, and adds any new parameters settings.

7. (Optional) Click Print to print the import results for your records.

Parameter Settings Included in the Spreadsheet File

The columns in the downloaded spreadsheet include the parameter display name and the value from the system. For a description of each parameter, see Accolade Parameters.

Important! Using the import and export tools to update configuration can result in unintended changes if information is missing or creates an error during the import process. Sopheon recommends reviewing Importing and Exporting Configuration Components Best Practices before making changes in a production environment.

• Parameters

   

  Column Name	Accepted Values on Upload	Additional Notes
  Parameter System Name	Valid parameter system name	Used for matching for upload. If a parameter exists, its settings are changed with the values in the uploaded file.
  Display Name	Parameter display name	This is included for identification purposes only and is treated as read-only on upload.
  Value	Dependent on parameter being uploaded	If invalid, the parameter does not upload.
  Description	Description of parameter	This is included for identification purposes only and is treated as read-only on upload.