Importing and Exporting Configuration Settings

Note: There is no import and export that will download all configuration and text settings in a single file. Configuration scopes are limited to, and associated with, the following specific owner types: Global, Account, APIKey, Named Area, Teams and Users.

When you download a configuration (either settings/configuration values or text) a file is downloaded to the client with the configuration/text properties in JSON format. The name given to this file is formatted as follows:

<ownerType>_<dataType>_<ownerId>_ISO8601Date.json

ownerType: Global/Account/APIKey/NamedArea/Team/User

dataType: Configuration or text

ownerId: Some WebUUID

ISO8601Date: Current timestamp

Here is an example of what the JSON file for a download of configuration data at the Account level will look like:

Account_CONFIGURATION_wZvcAnbBSpOps9oteH-Oxw_2017-05-12T11-00-44.json

Here is an example of what the JSON file for a download of text data at the Account level will look like:

Account_TEXT_wZvcAnbBSpOps9oteH-Oxw_2017-04-24T09-59-22.json

How to Import / Export Settings and Text Configurations

In order to import or export configuration settings in the Agent Desk you need to find and select the Advanced button on the page. The Advanced button is always under either Settings or Text, no matter from which level you are viewing (Account, APIKeys, Teams, users, etc.).

Note: Make sure, when importing, that you are importing the correct data set. (For example, do not import a User or Team file at the Account level and vice versa.)

The examples below describe how to export values. Importing values uses the same steps (with 'Import' substituted for 'Export').

Global Configuration Properties Export

To export configuration values at the Global level select Settings > Global > Settings > Advanced (button) then select the Export button to export the current configuration values.

Global Text Properties Export

To export text values at the Global level select Settings > Global > Text > Advanced (button) then select the Export button to export the current text values.

Account Configuration Properties Export

To export configuration values at the Account level select Settings > Account > Settings > Advanced then select Export to export the current configuration values.

Account Text Properties Export

To export text values at the Account level select Settings > Account > Text > Advanced (button) then select the Export button to export the current text values.

APIKey Configuration Properties Export

To export configuration values at the APIKey level select Settings > APIKeys > (Click on the relevant APIKey) > Settings > Advanced (button) then select Export to export the current configuration values.

APIKey Text Properties Export

To export text values at the APIKey level select Settings > APIKeys > (Click on the relevant APIKey) > Text > Advanced (button) then select Export to export the current text values.

Named Area Configuration Properties Export

To export configuration values at the Named Area level select Settings > Named Areas > (Click on the relevant named Area) > Settings > Advanced (button) then select Export to export the current configuration values.

Named Area Text Properties Export

To export text values at Named Area level select Settings > Named Areas > (Click on the relevant Named Area) > Text > Advanced (button) then select Export to export the current text values.

Team Configuration Properties Export

To export configuration values at the Team level select Settings > Teams > (Click on the relevant Team) > Settings > Advanced (button) then select Export to export the current configuration values.

Team Text Properties Export

To export text values at the Team level select Settings > Teams > (Click on the relevant Team) > Text > Advanced (button) then select Export to export the current text values.

User Configuration Properties Export

To export configuration values at the User level select Settings > Users > (Click on the relevant User) > Settings > Advanced (button) then select Export to export the current configuration values.

User Text Properties Export

To export text values at the user level select Settings > Users > (Click on the relevant User) > Text > Advanced (button) then select Export to export the current text values.

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