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Conga Support

Importing PCE – Definitions

To import PCE – Definitions:

  1. Navigate to the PCE – Definitions tab.
  2. Select a List View.
  3. Select the Import Definitions button.
  4. Select the Choose File button.
  5. In the File Explorer popup, navigate to the exported file and open it.
  6. Select Process File.
  7. Note any errors and resolve as appropriate. Errors typically occur if you have not properly migrated your Salesforce customizations.
  8. Verify Record Types and configure any User Assignments.
  9. Select the Import button.

All PCE - Definitions are imported with the Is Active box unchecked. Each process will not execute until their Is Active box is checked.

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