QBO3: Publishing Configuration Between Sites

posted Mar 5, 2015, 4:03 PM by Kevin Cassidy
If you have multiple environments (DEV, UAT, PROD, etc.) You can publish configuration data between the different sites.

One time setup for the target system:
  • Navigate to Design / Specifications.
  • Run the test spec for Import / Setup.
    • This only needs to be done once per target system.
    • This ensures the QBO ImportFileTemplate exists for publishing.
One time setup for the source system:
  • Navigate to Design / Configuration / Modules / System Default.
  • Click on the "Publish URL" panel.
  • Click on the "Options" menu and choose "New Type".
  • Enter the url of the target system in the "Type" field.
    • ex. https://www.quandis.com/Import/Import.ashx/QBO
  • Enter a description of the environment in the "Label" field.
  • Click "Save".
From configured "Home" pages, you can publish templates, configuration overrides, matrices, etc.

Publishing from the source system:
  • Navigate to the Objects "Home" page.
  • Search for the data to publish.
  • Click on the "Options" menu and choose to publish to your configured end point.