How Do I Import and Export Settings (RR Pools, Tie-Breakers, Etc.)?

How Do I Export and Import my LeanData Settings?

In addition to exporting FlowBuilder graphs, it is possible to export Round Robin Pools, Product Settings, and Mappings. This article details how to do so through LeanData.

To Export Your LeanData Settings:

1. Log into the environment that you'd like export your settings from.
2. Open the LeanData App.
3. Click on Admin and then Settings.
4. Click on Export Settings button. The file will be downloaded to your local computer.
5. Then select the setting options that you'd like to export:

​

 

After finishing your selection, clicking the "Export" button at the bottom of the screen will initiate a download of a file that contains your settings.

To Import your LeanData settings:

1. Log into the environment that you'd like to import your settings to.
2. Open the LeanData App.
3. Click on Admin and then Settings.
4. Click on the "Import Settings" button.
5. Select the recently downloaded settings file, click Open or Ok as needed.
6. The file will upload and the settings will have successfully been imported.

Importing/Exporting Round Robin Settings

The importing/exporting settings have been updated to include more support for Round Robin Pools:

•  Functionality to include Round Robin Pools of different object types:
  • Case
  • Account
  • Lead, etc
• Support for importing where a pool has the same object type and name. On import:
  • The existing pool will be overwritten with the imported data
  • A screen will display the pools that will be overwritten
  • The number of inactive users before the import (after the data is uploaded)
  • The overwritten pools will use the same Object ID so all graphs will reference the imported pool so graphs will not need to be migrated.

 

Questions? Contact [e-mail]