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Import & Export

Move templates or shared content between tenants and environments.

Import and export

Use import and export when content needs to move between tenants, projects, or environments.

Export content

  1. Open the tenant that contains the content.
  2. Go to the import/export or catalog area.
  3. Choose the content to export.
  4. Download the export file.
  5. Store it with the project release notes when it is part of a delivery.

Import content

  1. Open the target tenant.
  2. Upload the export file.
  3. Review the import summary.
  4. Check created, updated, unchanged, and failed items.
  5. Preview important templates before using them in production.

Good practice

Use catalogs for reusable shared content. Use direct import/export for one-off moves, recovery, or project handover.