Skip to main content
All CollectionsProcessesToolbox & Processes
How to export/import items from your toolbox (processes, forms..)
How to export/import items from your toolbox (processes, forms..)
Updated over 2 months ago

Do you need to copy your processes from one environment to another (e.g sandbox -> production), or restore a deleted process etc.); Here is how you proceed.

⚠️ Please note that you must verify your processes once the transfer is complete

Step 1

In the ‘source’ team, generate an export a file by going to the page /app/resources/export

- Select the resources to export. Please select all resources used (e.g. linked forms)

- Click on the green button to download a ‘.json’ file.

mceclip0.png

Step 2

In the ‘target’ team, import the data using the ‘json’ file from step 1 by going to the page /app/resources/import

  • Select your file json and confirm

  • Go the your resources and you’ll find the data imported

image.png
Did this answer your question?