Settings Import
Settings import lets you load an exported AutoROICalc settings package from an ARC file. This is useful when you want to reuse report appearance settings across accounts, projects, or environments.
What Can Be Imported
The settings import workflow currently focuses on report appearance settings exported from AutoROICalc.
Imported settings can include:
| Setting | Merge key |
|---|---|
| Record source appearances | Source |
| Record tag appearances | Tag |
| Record type appearances | Type |
| Report tag appearances | Tag |
| Dashboard tag appearances | Tag |
| Default record tag appearance | Replaces the current default when included |
| Default report tag appearance | Replaces the current default when included |
| Default dashboard tag appearance | Replaces the current default when included |
Existing custom appearance entries are merged with imported entries. When an imported entry uses the same source, type, or tag as an existing entry, the imported version can replace that specific appearance.
Import after reviewing tag names
Imports work best when source names, record types, and tag names are consistent between the accounts or environments.
How to Import Settings
- Open the Settings Import page.
- Select an
.arcsettings file exported from AutoROICalc. - Let the app preview and validate the file.
- Confirm the import.
- Review report, record, and dashboard appearance after the import completes.
Export Source
Settings are exported from the Report Settings tab. Use the export action there to create an AutoROICalc settings ARC file, then import it on the Settings Import page where needed.