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
In the ‘source’ team, generate an export a file by going to the page /app/resources/export
Ex : https://sandbox.clustdoc.com/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.
In the ‘target’ team, import the data using the ‘json’ file from step 1 by going to the page /app/resources/import
Ex : https://clustdoc.com/app/resources/import
- Select your file json and confirm
- Go the your resources and you’ll find the data imported
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