Last Updated: Mar 8, 2023
The Import/Export feature moves objects from one App to another or one tenant to another.
The Import/Export utility (Release utility) allows exporting all the objects of a single App to a file and read from the file to import the included objects to another App.
Following objectives can be achieved:
Secure vault key values and Jiffy table data are not migrated.
Export is an option to save an App as a zip file so that it can be imported in a different App or Tenant. To use this feature, do the following:
Import is an option used to bring the objects to another App in the same tenant or another tenant.
You can import the complete App or required objects to a new App or to an existing App.
The maximum allowed size of the file that can be imported is 500 MB.
Importing to a new app can be done in 2 ways:
To import all the objects from an App, do the following:
In the Import App window, click the Import All (1) button and click the CONTINUE(2) button.
Drag and drop the required ZIP file or Click the Browse button to select the exported ZIP file to be uploaded.
Once the selected exported zip file is uploaded completely, enter the name of the App in the App Name field and click the IMPORT button.
To change the uploaded zip file, click on the Cancel button and repeat the steps to upload a different zip file.
A new App is created with the given name and the imported files under that App category.
Here, only the specific or required objects can be imported into the new App or instance. To import only the specific files, do the following:
In the Import App window, click the Custom Import (3) button and click the CONTINUE (4) button.
In the Import Wizard, follow the onscreen instructions and complete these steps:
Step 1: Import Zip
To change the uploaded zip file, Click on the Cancel button and repeat the steps to upload a different zip file.
Step 2: Tasks
Step 3: Templates
Uncheck the Templates if the import is not required.
In case of dependent templates, both parent template and the child template need to be checked. If a child template is checked and the parent template is not, then an error message is thrown.
Step 4: Components
Step 5: UI Controls
Uncheck the UI Controls if the import is not required.
The UI Controls are uniquely identified by using the combination of its App name, Module name, type of automation and the UI Control name to differentiate the UI Controls having the same name in different tasks of the same Application.
Step 6: Functions
Uncheck the Functions if the import is not required.
The functions are uniquely identified by the function name along with its type (Custom) to differentiate the functions having the same name in different tasks of the same Application.
Step 7: Vault
Whenever the Secure Key is imported, the Share this with property is changed to Global Audience even if it was shared with Specific People in the App you are exporting from.
Step 8: Presentations
Step 9: User roles
Step 10: Models
Step 11: Filesets
Step 12: Config
Step 13: Datasets
Click the MIGRATE DATA AND IMPORT button once the import setup is completed.
First, all the Datasets migrate, then only other objects start getting imported. Also, even if anyone object fails to get imported, the entire import process terminates.
In the Import Process Validation popup, click the CONFIRM button. All the objects selected under each entity are imported successfully to the instance.
The user is prompted to take a backup of the existing files, if required.
In the Import Summary popup, click the DOWNLOAD REPORT button to download a text file having the complete details of all the objects that got imported, not imported.
On the screen the count of the objects imported, overwritten, and not imported objects are displayed.
Click the DONE button in the Import Summary popup to close the import wizard.
Once the importing is completed, the new app is created under that App category. This can be seen on the App Summary page.
The user is prompted to take a backup of the existing files, if required.
The Import All option overwrites the objects in the importing instance irrespective of the objects existing or not.