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Export/Import process

Export/Import functionality is used to transfer an entire Template from one Enterprise/account to another.

Export converts the definition of the Templates to Json files and during Import, the Template definition is extracted from the JSON files and loaded into the application.

Export

  • Go to Templates > Your Templates, Select a Template from the list as shown below.

    Click Export.

    Single_Temp_1.png

Import

  1. Go to the target environment, click the dropdown near New, and click Import.

    Import_single_Template.png
  2. Click Browse.

    Browse_single_template.png
  3. Select the Excel file from downloads.

    download_excel_file.png
  4. Click Import.

    Import_button_single_template.png

    The Success message is displayed.

    Sucess_single_template.png

Import and Publish

  1. Go to the target environment, click the dropdown near New, and click Import and Publish.

    Import_and_publish.png
  2. Click Browse.

    Import_and_publish__browse.png
  3. Select a Lifecycle from the dropdown list as shown below.

    Import_and_publish_lifecycle.png
  4. Click Import.

    Import_and_publish_import.png

Export using Postman call

The Template name and Step text should not be empty. If these fields are empty, an exception is thrown.

  1. On the main menu, go to Template > Your Templates from one environment.

    Select a Template from the list as shown below.

    Selecting_a_template_1.png
  2. Set the configurations to the selected Template.

    Configurations_set_up.png

    Note

    For more information, you can refer to Setting Up Configurations.

  3. Using the Postman UI, enter the Suite and Package values for the xml parameter as shown below.

    postman.png

    Note

    For more information on Postman, refer to Using Postman API Platform for Mass export of Templates.

  4. Click Save and Send.

    Save_and_Send_button.png
  5. Go to Enterprise>Reports>Batch Operations.

    Enterprise_reports_batch_operation.png
  6. Click Download.

    Template_download.png

    The zip file gets downloaded.

    zip_file_downloaded.png

Import using UI

  1. Go to the target environment, click the dropdown, and select Import and Publish from Json file as shown below.

    Import_and_Publish_json_file.png
  2. Click Browse.

    browse.png
  3. Select the Json file from the download files, and click Import.

    Json_file.png
  4. Select a Lifecycle from the dropdown list as shown below.

    lifecycle_selection.png
  5. Click Import.

    Import_postman.png

The Success message is displayed

Success.png