How to import customized tab fields using Import Template in Sage X3

By | September 20, 2016
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In Sage ERP – X3, most of the time, we come across a scenario where we want to import the customized tab fields. For e.g., if you have added a new tab on the Customer Master screen and you want to import these tab fields using import template. By simply adding the fields in Customer import template will not make this work.

We can achieve this by following steps:

Consider Customer import template YBPC for better understanding.

  • The first step is creating required import template with mandatory and the customized fields.
  • Navigate to the specified object of the import template. (Refer below screenshot)

Import Customized Tab Fields

  • Navigate to Environment tab > Import section and add the customized screen and its reference table in the grid. (Refer below screenshot)

customized screen

Now, you can create and update the customer with the customized tab fields.

Hope this helps!

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