Exporting and Importing Overview
  • Updated on 10 Apr 2019
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Exporting and Importing Overview

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Export and import entities such as flows, reports, folders or tasks to create backups, to transfer entities to another installation of the platform, and to avoid rebuilding items from scratch.

An entity is exported as a .decObj file and put into a .zip file. Only those types of files can be imported. 
To export or import a folder, navigate to the folder containing the entity (or the folder to contain the imported entity), and select Manage > Export or Manage > Import from the folder actions menu. To export an entity, navigate to the folder containing the entity, click the entity's thumbnail, and select Manage > Export from its Action menu.

Example

In this example, a Designer Folder containing flows and forms is exported to a shared space. The same folder will be imported from the shared space to a different folder.

Export

To begin, in the Folders tree, select the folder to export, click the arrow to the right of the folder's name and select Import/Export > Export.

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In the** Select Project** dialog, select an exsisting project or create a new one then chose Continue.

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In the Export dialog, select from the Export options. Here users can chose to download just the folder, download the entire project, or download the project with all dependencies. There are additional option to include or exclude various folders, dependencies, history and hidden items.

Select Continue.

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In the next Export dialog, chose to include all items or unselect items to exclude. Select Export.

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In the last Export dialog,  select download.

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The folder is exported as a .zip file.

Import

To import an item, in the Folders tree, select the destination folder, select the arrow to the right of the folder's name and select  Import/Export > Import.

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In the Import Entities dialog, select Import. In the Open dialog, select the .zip file to import and select IMPORT.

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On the next Import Entities dialog there is indication of any issues. If there are issues they can be resolved in various ways. After issues are resolved entities flows are imported directly into the destination folder. When we import a folder, it will appear as a sub-folder in the Folders tree.

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