Importing and Exporting Configurations

If you have the permissions, you can import and export PSA configurations using the PSA Administration tab, which you open from App Launcher. You can export your existing configuration settings and import the configuration settings included in the PSA packages. You must carry out these tasks when installing PSA for the first time or upgrading from a previous version. For more information about setting up PSA, see Quick-Start Guide.

Exporting Configuration Settings

To export configuration settings:

  1. On the PSA Administration page, click Configuration Management | Export Configuration.

  2. In the Export Configuration window, from the Choose Action drop-down list, do one of the following:

    • Select Save as File and enter the file name for saving the XML configuration.
    • Select Send Email and enter the email address to receive the Config.xml file.
  3. Click Export.

Depending on the option you selected, the file is saved to the Configs folder on the Documents tab in Salesforce Classic, or a Config.xml file with the existing configuration is sent to your entered email address.

Importing Configuration Settings

To import configuration settings:

  1. On the PSA Administration page, click Configuration Management | Import Configuration. The Import Configuration window opens.
  2. Select the configuration file from the Configuration File drop-down list.
  3. Select the group from the Configuration Groups drop-down list.

  4. To replace all of your configuration settings with the default configuration supplied, select the Replace values in your organization with the selected configuration file checkbox.

    Note:

    If you import the configuration by replacing all your configuration settings, the current configuration is backed up to the Configs folder on the Documents tab in Salesforce Classic.

  5. [Optional] Click Compare Configuration to compare the current configuration to the configuration selected in the previous step.
  6. Click Import.