{"id":31865,"date":"2026-02-27T10:47:45","date_gmt":"2026-02-27T10:47:45","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=31865"},"modified":"2026-02-27T10:47:45","modified_gmt":"2026-02-27T10:47:45","slug":"how-to-import-and-export-json-files-in-sage-x3-v12","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2026\/02\/27\/how-to-import-and-export-json-files-in-sage-x3-v12\/","title":{"rendered":"How to Import and Export JSON Files in Sage X3 V12"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/development-services\/\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/www.greytrix.com\/sage-x3-erp\/development-services\/\" rel=\"noreferrer noopener\">Sage X3<\/a>\u00a0is a modular ERP system where multiple screens and windows are organized under submodules and modules through menu item configuration. Each screen must be explicitly associated with a menu item to make it accessible to users.<\/p>\n\n\n\n<p>In a multi-endpoint environment, these menu items need to be created separately for every endpoint. Manually creating menu items across multiple endpoints is a time-consuming and tedious process.<\/p>\n\n\n\n<p>To address this challenge, Sage X3 provides the ability to <strong>export menu items in JSON format<\/strong>. These exported JSON files can then be imported into other endpoints, allowing rapid and consistent creation of menu items across environments. This method significantly reduces manual effort and ensures consistency while creating menu items across endpoints.<\/p>\n\n\n\n<p>In this blog, we will walk through the process of exporting menu items to JSON and importing them into other endpoints efficiently.<\/p>\n\n\n\n<p><strong>Steps to Export the JSON file<\/strong><strong><\/strong><\/p>\n\n\n\n<p><strong>Step 1. &nbsp;<\/strong>Navigate to: Administration &gt; Utilities &gt;Customizations management<strong>.<\/strong><\/p>\n\n\n\n<p><strong>New Stuff:<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2026\/02\/26\/restriction-on-manual-supplier-addition-in-the-rfqs-screen-in-sage-x3\/\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2026\/02\/26\/restriction-on-manual-supplier-addition-in-the-rfqs-screen-in-sage-x3\/\" rel=\"noreferrer noopener\">Restriction on Manual Supplier Addition in the RFQs Screen in Sage X3.<\/a><\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-2.png\" target=\"_blank\" rel=\"noreferrer \nnoopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-2.png\" alt=\"Figure 1\u00a0Home Page\"><\/a><\/center>\n<font size=\"2\"><center>Figure 1\u00a0Home Page<\/center><\/font>\n\n\n\n\n<p><strong>Step 2<\/strong>. Click on <strong>\u201cNew Customization\u201d<\/strong>\u00a0from the right pane.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-3.png\" target=\"_blank\" rel=\"noreferrer \nnoopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-3.png\" alt=\"Figure 2\u00a0Select file\"><\/a><\/center>\n<font size=\"2\"><center>Figure 2\u00a0Select file<\/center><\/font>\n\n\n\n\n<p><strong>Step 3.<\/strong>&nbsp;Navigate to the <strong>Customization Management<\/strong>&nbsp;screen, were you can define a name for the export process by providing a <strong>Code<\/strong>&nbsp;and <strong>Description<\/strong>. This screen allows you to select the specific components you want to export as part of the customization package.<\/p>\n\n\n\n<p>The Customization Management screen provides multiple export options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dashboards<\/strong>\u00a0\u2013 exports dashboard layouts and gadgets<\/li>\n\n\n\n<li><strong>Pages<\/strong>\u00a0\u2013 exports individual page definitions<\/li>\n\n\n\n<li><strong>Navigation Pages<\/strong>\u00a0\u2013 exports navigation structure (modules, submodules, and menus)<\/li>\n\n\n\n<li><strong>Home Pages<\/strong>\u00a0\u2013 exports home page configurations<\/li>\n\n\n\n<li><strong>Menus<\/strong>\u00a0\u2013 exports menu items..<\/li>\n<\/ul>\n\n\n\n<p>You can select options based on your requirement<\/p>\n\n\n\n<p><strong>Step 4.<\/strong>&nbsp;The most feasible option here is to choose exporting &nbsp;<strong>\u201cNavigation Pages\u201d<\/strong>&nbsp;options. It will give you ease to filter for Navigation pages, Modules and sub module. Please refer below screenshot.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-4.png\" target=\"_blank\" rel=\"noreferrer \nnoopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-4.png\" alt=\"Figure 3\u00a0Customization Management\"><\/a><\/center>\n<font size=\"2\"><center>Figure 3\u00a0Customization Management<\/center><\/font>\n\n\n\n\n<p><strong>Step 5<\/strong>. Enter select and save all the required objects for export (such as Navigation Pages, Pages, or Menus).<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-5.png\" target=\"_blank\" rel=\"noreferrer \nnoopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-5.png\" alt=\"Figure 4\u00a0Navigation Pages\"><\/a><\/center>\n<font size=\"2\"><center>Figure 4\u00a0Navigation Pages<\/center><\/font>\n\n\n\n<p><strong>Step 6. C<\/strong>lick on the <strong>\u201cExportCustomization\u201d<\/strong>\u00a0button available on the <strong>right-hand panel<\/strong>\u00a0of the Customization Management screen Once you click this button, a <strong>confirmation pop-up window<\/strong>\u00a0appears.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-6.png\" target=\"_blank\" rel=\"noreferrer \nnoopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-6.png\" alt=\"Figure 5\u00a0Export Target\"><\/a><\/center>\n<font size=\"2\"><center>Figure 5\u00a0Export Target<\/center><\/font>\n\n\n\n<p>This screen lets you choose where the export result will be saved.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Server file<\/strong>: Creates the JSON file on the Sage X3 server. You need to provide the file path.<\/li>\n\n\n\n<li><strong>Collaboration area<\/strong>: Saves the file in the collaboration space. A description and volume must be entered.<\/li>\n\n\n\n<li><strong>Friend server<\/strong>: Sends the export file to a configured friend server.<\/li>\n<\/ul>\n\n\n\n<p>If <strong>Beautify export<\/strong>&nbsp;is selected, the JSON file is formatted to be easily readable.<\/p>\n\n\n\n<p><strong>Step 7.<\/strong>\u00a0After completion, the JSON file is generated and can be used to <strong>import menu items into other endpoints<\/strong>, saving time and avoiding manual creation.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-7.png\" target=\"_blank\" rel=\"noreferrer \nnoopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-7.png\" alt=\"Figure 6\u00a0JSON File Exported\"><\/a><\/center>\n<font size=\"2\"><center>Figure 6\u00a0JSON File Exported<\/center><\/font>\n\n\n\n\n<p><\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-8.png\" target=\"_blank\" rel=\"noreferrer \nnoopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-8.png\" alt=\"Figure 7\u00a0Home Page\"><\/a><\/center>\n<font size=\"2\"><center>Figure 7\u00a0Home Page<\/center><\/font>\n\n\n\n<p><strong>Step 2.<\/strong>&nbsp;&nbsp;Select the <strong>Client JSON<\/strong>&nbsp;<strong>File <\/strong>option, as the import file is in JSON format.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-9.png\" target=\"_blank\" rel=\"noreferrer \nnoopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-9.png\" alt=\"Figure 8\u00a0Source Selection\"><\/a><\/center>\n<font size=\"2\"><center>Figure 8\u00a0Source Selection<\/center><\/font>\n\n\n\n\n<p><strong>Step 3.<\/strong>&nbsp;Click <strong>Select File<\/strong>&nbsp;under <strong>Client file<\/strong>&nbsp;and choose the required JSON file.<\/p>\n\n\n\n<p><strong>Step 4.<\/strong>&nbsp;Click the <strong>Import<\/strong>&nbsp;option from the right-hand panel to start the import process<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-10.png\" target=\"_blank\" rel=\"noreferrer \nnoopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-10.png\" alt=\"Figure 9\u00a0Selecting JSON file\"><\/a><\/center>\n<font size=\"2\"><center>Figure 9\u00a0Selecting JSON file<\/center><\/font>\n\n\n\n<p><strong>Figure 9\u00a0Selecting JSON file<\/strong><\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-11.png\" target=\"_blank\" rel=\"noreferrer \nnoopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2026\/02\/image-11.png\" alt=\"Figure 10\u00a0JSON file Imported\"><\/a><\/center>\n<font size=\"2\"><center>Figure 10\u00a0JSON file Imported<\/center><\/font>\n\n\n\n\n<p>After the import is completed, log out and log back into Sage X3. The newly added module will then be visible in the target environment.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>About Us<\/strong><\/h2>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p id=\"block-28013e99-0882-44c6-b705-7b16c85053b2\">Greytrix&nbsp;has some unique integration solutions developed for&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-crm\/\">Sage CRM<\/a>&nbsp;with Sage ERPs&nbsp;namely&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/\">Sage X3<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-intacct\/\">Sage Intacct<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/\">Sage 100<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-500-erp\/\">Sage 500<\/a>,&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\">Sage 300<\/a>. We also offer best-in-class&nbsp;Sage ERP&nbsp;and&nbsp;Sage CRM&nbsp;customization and development services&nbsp;to&nbsp;Business&nbsp;Partners,&nbsp;End&nbsp;Users, and Sage PSG worldwide. Greytrix&nbsp;helps in&nbsp;the migration of Sage CRM from&nbsp;Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes&nbsp;addons like&nbsp;&nbsp;Greytrix Business Manager,&nbsp;Sage CRM Project Manager,&nbsp;Sage CRM Resource Planner,&nbsp;Sage CRM Contract Manager,&nbsp;Sage CRM Event Manager,&nbsp;Sage CRM Budget Planner,&nbsp;Gmail Integration,&nbsp;Sage CRM Mobile Service Signature,&nbsp;Sage CRM CTI Framework.<\/p>\n\n\n\n<p id=\"block-4bc42a09-fb13-4598-8137-ce5f7b91ce28\">Greytrix is a recognized&nbsp;Sage Champion Partner&nbsp;for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on&nbsp;<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Marketplace<\/a>&nbsp;and Sage CRM \u2013 Sage Intacct integration listed on&nbsp;<a href=\"https:\/\/marketplace.intacct.com\/MPListing?lid=a2D0H000007kiHyUAI\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Intacct Marketplace<\/a>. The&nbsp;<a href=\"https:\/\/www.greytrix.com\/gumu\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Cloud framework<\/a>&nbsp;by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n<p id=\"block-76376301-1c3e-4250-8a09-727595a606f0\">For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage X3\u00a0is a modular ERP system where multiple screens and windows are organized under submodules and modules through menu item configuration. Each screen must be explicitly associated with a menu item to make it accessible to users. In a multi-endpoint environment, these menu items need to be created separately for every endpoint. Manually creating menu\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2026\/02\/27\/how-to-import-and-export-json-files-in-sage-x3-v12\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13,8],"tags":[765,803,1035,1125,1822],"class_list":["post-31865","post","type-post","status-publish","format-standard","hentry","category-integration","category-sage-erp-x3","tag-export","tag-file","tag-import","tag-json","tag-sage-x3"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31865","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=31865"}],"version-history":[{"count":11,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31865\/revisions"}],"predecessor-version":[{"id":31886,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/31865\/revisions\/31886"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=31865"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=31865"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=31865"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}