How to Manage Existing Conversion Rules

Update, clone, or delete an existing conversion rule. Execute the rule before saving changes.

Update a conversion rule

1. Open the conversion rule from the list.

2. Upload a valid source file.

3. Click the Run Conversation icon to check the conversion result.

4. Update the rule settings.

5. Click the button.

The Save button is disabled until the execution completes successfully.

Clone a conversion rule

1. Open the conversion rule from the list.

2. Click the button.

3. Update the cloned rule as needed.

4. Upload a valid source file.

5. Click the Run Conversation button to check the conversion result.

6. Click the button to create the new rule.

Delete a conversion rule

1. Open the conversion rule from the list.

2. Click the button.

3. Confirm deletion in the modal.