Importing > Importing & Exporting Fiscal Models

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You can use the Fiscal Models Export and Import tool to move Fiscal Models (Cash Formula Models) from one database to another. They can also be used to create a backup of a model you are working on. The exported files will be .epz files that can be stored wherever you choose.

To Export a Model

You can only export one model at a time. To export a model:

1.Go to the Fiscal Models form.

2.Right-click on model and choose Export.

3.Choose the Template (Cash Formula Model) you would like to export.

4.Browse for the location to save the file. You do not get to choose the file name - it will be named the same as the template that you chose with a .epz extension.

5.Click Export.

To Import a Model

You can only import a single model at a time. After you import it, the model will always be brought in as a standalone model. You can move the model to be a part of any tree in the Fiscal Models list by dragging and dropping it where you'd like it to go. To import a model:

1.Go to the Fiscal Models form.

2.Right-click anywhere in the form and choose Import.

3.Click on the button to browse your computer for the .epz file with the template you'd like to import.

4.Click Import.